With over 40 years of experience in the financial services arena, Jim and the team advise on assets for individuals, corporations and retirement plans. They specialize in estate planning, retirement planning, financial planning, insurance analysis, risk management and investment allocation. Focusing on legacy planning, Jim works alongside attorneys and CPAs to design, implement and monitor strategies designed to help clients strive toward their financial goals and objectives.
Jim holds a bachelor’s degree in economics from Cornell University and a master’s degree in psychology from Mansfield University. He joined Raymond James & Associates in 1992 and served as branch manager for 11 years.
As senior vice president, investments, senior management at Raymond James continue to request Jim’s input and presentation at educational meetings, giving other advisors and industry leaders the chance to benefit from his experience.
His lifetime of experience and pursuit of the highest degree of training helps him to listen to clients’ needs and provide strategies. Over the years, he has completed numerous hours of instruction to specialize in trusts, advising on charitable remainder trusts and charitable lead trusts.
Jim and his wife, Susan, participate actively in the Family Resource Center each year with Christmas gifts for children. They also are strong supporters of Hospice and the Florida Sheriffs' Youth Ranch. They have lived in Sugarmill Woods for the last 30 years, having moved down from upstate New York. Jim loves golf and Sue dotes on their dog, but they are all about family with their three children (Nicole, Matt and Amy) and their four grandchildren (Kennedy, Logan, Parker, and Sophie) taking center stage!
Raymond James is not affiliated with the above organizations and/or charitable causes.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.