Jim is an independent financial planner and has been a branch manager with Raymond James Financial Services, Inc., member FINRA/SIPC, since 1995. Jim has acquired a broad array of investment experience through his prior employments with Smith New Court Inc., in New York, an international investment brokerage house, and six years of institutional trading with Raymond James & Associates, Inc. at the corporate headquarters in Florida. He specializes in assisting individual clients to accumulate and preserve wealth for retirement, and meeting the financial needs of his corporate clients.

Jim holds a bachelor's degree in business administration from Dowling College. He holds the Series 7, Series 63, Series 24 securities licenses, and life, health, and annuity license.

Jim is a member of the Rotary Club of Clearwater East and the past president of the Safety Harbor Rotary Foundation. He has also served on several boards including the Safety Harbor Chamber of Commerce, the Safety Harbor Rotary Club, the Pinellas County Bicycle Advisory Committee, and the Mid-Florida Chapter of the Multiple Sclerosis Society. Jim’s hobbies include cycling, fishing, and beekeeping.

Jim, a native of Long Island, New York, lives in Palm Harbor, Florida with his wife, Simone, and their children, Matthew, Annamarie, and Isabelle.