Investor Access

I offer securities and investment advisory services through Raymond James & Associates, I work with clients to build lasting relationships that focus on their financial needs, both now and in the future. With more than 22 years' experience in the financial services industry, I specialize in risk management, working closely with every client to build a portfolio tailored specifically to their unique financial situation. I believe it is of the utmost importance to help you design a strategy that fits your life; however, that strategy must be consistently fine-tuned as your life changes.

My client-centered business model is focused on building relationships. I work to establish  trusting professional and personal relationships in which my clients feel at ease, confident their investments and financial well-being are properly managed. My clients know they can depend on me now and well into the future.

Please take some time to review my entire site. I have a wealth of information available to you including market commentary from Raymond James' top analysts,
USA Today – Money, Yahoo! Finance, a guide to your Raymond James Statement, on-line account access through Investor Access and much more.

Mission Statement

As a financial advisor, my mission is to provide clients with the knowledge and expertise they need to make educated financial decisions.  In order to accomplish this, I combine my experience in the financial services industry with quality investment alternatives and the latest information and technology available.

I strive to present information in a straightforward, understandable manner so that together with my clients, we can determine the most appropriate options available for their portfolios.  I constantly consider changes in both the marketplace and in my clients' needs, making necessary adjustments to help them.

Jim Denison Vice President, Investments Retirement Plan Consultant Contact Us