With over three decades spent building his practice as an investment professional, Jim always keeps the principles of trust, integrity and quality service at the forefront. As Branch Manager, Jim strives to create and maintain professional environments that are client-centered, maintaining efficiency and proper support in all aspects of branch operations, including advisor support, compliance and legal regulations, operations, training and development, strategic planning and more.
Jim has attained the prestigious CFP® professional certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.
Jim began his Raymond James career in 1993 as a senior vice president of investments before being promoted to branch manager, In addition to his CFP® professional certification, he also completed the Raymond James Financial Planning Series.
A strong advocate and active leader in his community, Jim serves on the board of directors for Ruth Eckerd Hall as well as the board of the Leukemia & Lymphoma Society of the Suncoast. He is the president of the board of trustees for Corbett Preparatory School and a board member for Largo Cultural Center Suncoast Performing Arts Foundation. Jim previously served as a committee member for the MDA’s Hearts of Fire Gala and has supported and been involved in the efforts of The Lions Eye Bank, Big Brothers Big Sisters and Habitat for Humanity.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.