Prior to joining Raymond James in 2019, Jim Chaffin was a Private Financial Advisor with SunTrust Investment Services. He offers clients more than 35 years of financial services, retirement planning and investment management experience. He is a native of Lakeland, Florida, and is a graduate of the University of Florida. Jim serves on the board of directors of the Community Foundation of Greater Lakeland.

Jim’s focus is advising on the development and implementation of investment strategies to help clients pursue their immediate and future goals. He follows a disciplined process of assessing a client’s financial situation, determining risk tolerance, forming and executing an appropriate investment plan and regular portfolio rebalancing in order to obtain measurable results. He also consults on risk management, retirement planning and other critical financial strategies.

When you bring your investment needs to Raymond James, you will benefit from a long history of management experience, an extensive range of financial products as well as solutions and personalized financial planning and advice. More important, you establish a relationship with a team of trusted advisors who work to address all of your financial needs.