Jim has been a financial advisor since 1992 and specializes in Retirement Planning & Investments. He earned his Bachelor’s degree in Business from BYU in 1991 with University Honors. Jim has earned many designations within the financial services industry including that of a Certified Financial Planner™ and Chartered Financial Consultant™. He is also a Chartered Retirement Planning Counselor and a Chartered Mutual Fund Counselor.
Jim’s outside interests include tennis, reading and spending time with his family. He and his wife, Jennifer, have 8 children (3 girls and 5 boys).
Dave started his career in the financial services industry in 1996 and specializes in Retirement Planning & Investments. He received a BA in Humanities from BYU in 1993, a BS in finance from the University of Utah 1996 and earned his MBA from Westminster in 2002.
Dave’s personal interests include skiing (part-time ski instructor at Deer Valley since 1990), hiking, camping and tennis. Dave and his wife, Shelley, are the parents of 5 children (3 boys and 2 girls).
Marchelle first began her career with Raymond James in 2005 and she assisted with the transition of many clients to Raymond James. She then went on to earn her Bachelor’s degree in Music from Brigham Young University – Idaho in 2006. Before returning to Raymond James in 2008, she provided administrative and managerial support at a Utah-based mergers and acquisitions firm.
Marchelle speaks fluent German, enjoys playing the piano, running and spending time with people, most especially her husband, Jon.
Ray graduated from the University of Arizona in December 2010 with a Bachelors degree in Economics and an Associates Degree in Business Finance. During his time in Arizona, he was involved in several extracurricular activities including serving in several different positions in the University’s Student Association of Economics.
Ray’s outside interests include playing the piano, reading, camping and spending time with his family.
About Raymond James
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.
