Jody offers specialized knowledge of investments, insurance, retirement and estate planning strategies to modern professionals, helping them balance the demands of today with the goals of tomorrow. He serves individuals just starting on their financial journey and high-net-worth investors alike, providing a fresh perspective on wealth management. Likeable and thoughtful, he builds strong connections with clients based on common values and mutual trust. His mission is to help each client define and pursue their version of success.
He joined Raymond James in 2013, drawn by its client-first philosophy and core values of integrity and independence. Before that, he served in managerial roles at Credit Control and NCO Financial Systems, both based in Tampa. He earned a bachelor’s degree in finance from the University of South Florida.
Originally from Watertown, New York, he lives in Tampa, where he stays connected to the community as a graduate and alumni committee member of Tampa Connection, a community leadership development program. His commitment to helping others also includes serving on the board of directors for After-School All-Stars and volunteering with Big Brothers Big Sisters of Tampa Bay.
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Raymond James is not affiliated with the above organizations and/or charitable causes.