Trust. Integrity. Award-winning service. These are the principles upon which Jim has built his practice spanning over two and a half decades as an investment professional. He began his Raymond James career in 1993 as a Senior Vice President of investments at the firm's Clearwater office and was promoted to Branch Manager of Belleair/Largo office 1995. Jim was named Branch Manager of the year in 2002 and in 2003 became the Branch Complex Manager responsible for the Belleair, Clearwater and Trinity branches. Jim earned his CERTIFIED FINANCIAL PLANNER™ certification in 1988, and has completed the Raymond James Financial Planning Series. Jim received his bachelor's degree from American University in Washington, DC. In 2002 he went on to complete the Security Industry Association's three year executive program at the University of Pennsylvania's Wharton Graduate School of Business.
Jim believes strongly in giving back to one’s community and also the importance of education. He currently serves as the President of the Board of Trustees for the Independent Day School. He also has been a committee member for the MDA's Hearts of Fire Gala, served on the Executive Council for Raymond James and on the board for the Largo Cultural Center Partners N Progress, where he was treasurer. Additionally, Jim has supported the efforts of, The Lions Eye Bank, volunteered with Big Brothers Big Sisters as well as been involved with the efforts of Habitat for Humanity.
Jim has lived in the Tampa Bay area for over 25 years. While his practice consists largely of clients in the tri-county area of Pinellas, Pasco, and Hillsborough counties; Jim has clients throughout the continental United States as well as internationally.
Lucia is the Complex Administrative Manager and a Registered Client Service Associate. With more than 25 years of industry experience, Lucia began her career in New York City as a Bond Trader. She joined the firm in 1995 as a Registered Client Service Associate and became the Operations Manager in 1998. She was named the Operations Manager of the Region in 1999 & 2002 and served on the Operations Advisory Council for Raymond James. Currently Lucia is the Complex Administrative Manager, assisting with the operational details of our clients accounts and the administrative functions of our branch complex.
Lucia resides in Palm Harbor, with her husband Russ and their son, Shawn. She enjoys family gatherings, playing with her two golden retrievers, and a good book beside the pool.
Lucia is an active member of the International Baccalaureate Program Booster Club at Palm Harbor University High School where her son attends school. Additionally, Lucia serves on the Student Ministry Council for the Youth Program at Palm Harbor United Methodist Church, where she is a member.
Laurie began her career in the securities industry in 2000, when she was given the opportunity to join the firm of Raymond James & Associates at a branch in Orlando, FL. Her primary concern is to see that the client's needs, questions and concerns are facilitated in a timely manner. She excels in her endeavor and commitment to provide the highest level of Service 1st with integrity and pride.
She recently moved to the Largo area and has joined the team in the Largo branch. In her spare time she enjoys entertaining family and friends in her lake front home.
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.