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James C. Willis, CFA®


James C. Willis, CFA®, Managing Director, joined BB&T Asset Management in 2003 and Sterling Capital Management through merger in 2010. He has investment experience since 1996. As head of Advisory Solutions, Jim is responsible for investment manager search and selection and the oversight of Sterling’s comprehensive open architecture platform. Jim received his B.A. in Economics and Political Science from Rice University and his M.B.A. from Georgetown University. He holds the Chartered Financial Analyst® designation.

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Area of Focus

  • Advisory Solutions

Previous Experience

  • BB&T Asset Management


  • B.A. Rice University
  • M.B.A. Georgetown University

Affiliations and Professional Licenses

  • CFA Institute
  • CFA Society North Carolina
James C. Willis
James C. Willis, CFA®

Managing Director

Head of Advisory Solutions

(919) 716-6260

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Investment advisory services are available through Sterling Capital Management LLC, a separate subsidiary of Truist Financial Corporation. Sterling Capital Management LLC manages customized investment portfolios, provides asset allocation analysis and offers other investment-related services to affluent individuals and businesses. Securities and other investments held in investment management or investment advisory accounts at Sterling Capital Management LLC are not deposits or other obligations of Truist Financial Corporation, Truist Bank or any affiliate, are not guaranteed by Truist Bank or any other bank, are not insured by the FDIC or any other federal government agency, and are subject to investment risk, including possible loss of principal invested.