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James M

Series 63, Series 65

St. Simons Island, GA

Raymond James Financial

James Magbee Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been involved with Raymond James in various capacities since 2010 and is the managing partner and owner of Champion & Magbee Financial Services. Magbee serves as Treasurer and an executive committee member on the board of Oglethorpe University, where he also leads the endowment sub-committee and participates in the fiscal affairs committee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Ernest C

Series 63, Series 66

St. Simons Island, GA

Raymond James Financial

Ernest Champion IV is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Raymond James Financial since 2001. Outside of his advisory role, he is a partner in Champion and Magbee Financial Services LLC and assists with the Golden Isles Information Center, a business run by his wife. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports municipal and public finance work through a unique affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Beverly T

Series 66

St. Simon Island, GA

Raymond James Financial

Beverly Trainor is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and bringing 16 years of industry experience. She has been with Raymond James since 2015. Trainor serves as a trustee and personal representative for family trusts and estates and holds leadership roles in several local nonprofit organizations, including serving as Treasurer for St. Simons United Methodist Church and as a finance committee member for the St. Simons Island Rotary Scholarship Foundation. She is also the District Governor Nominee for the St. Simons Island Rotary Club, with service planned for 2026-2027. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional clients. The firm emphasizes tailored, non-discretionary planning and uses analytical tools to support client decision-making, with a distinctive focus on municipal and public-finance advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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