T: 941.907.0168
F: 941.907.9829
TF: 800.247.3011
Jim Dailey,
CFP ®
Financial Advisor
Having joined the financial services industry in 2012, Jim brings financial planning and market knowledge while working with clients to see their goals come to fruition.
Prior to joining Raymond James, he worked as an Advisor Consultant with one of the world’s leading asset management firms, Franklin Templeton Investments. There he provided insights on markets and Franklin’s full suite of mutual funds, ETF’s, retirement plans, and college savings plans to over 1,000 financial advisors in Wisconsin.
Jim is a CERTIFIED FINANCIAL PLANNER™ practitioner with a BS in Economics from Florida Gulf Coast University.
He lives in Sarasota, Florida with his wife Michele and their two daughters, Dagney and Sabal.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, 
and 
in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
- 8120 Lakewood Main St Ste 201 Lakewood Ranch, FL 34202-5066
- T: 941.907.0168
- F: 941.907.9829
- TF: 800.247.3011
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