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James Story

James Story

Financial Advisor

(229) 423-2270

jstory@summitfn.com

James "Whit" Story Founder & Financial Advisor  
 
Whit Story founded Colony Wealth Management in 2001, bringing a career’s worth of experience that began in 1994. After graduating from Valdosta State University in 1992, he entered the financial sector, obtaining his insurance license in 1994 and his securities licenses (Series 7, 63, and 65) in 1996.
As a veteran advisor with over 29 years in the industry, Whit is dedicated to the long-term success of his clients, leveraging decades of market insight to build lasting financial foundations.
 
Life Outside the Office: Whit is a proud grandfather who prioritizes family time above all else. When he isn't helping clients plan for their future, he is likely enjoying the outdoors or heading to his favorite fishing spot.