In working with investors for over a decade, Jim has taken great pride in helping families reach their goals. He started his career as a Financial Advisor with Edward Jones in the South Hills of Pittsburgh. He then transitioned to Federated Investors, moving to Michigan and consulting advisors on portfolio management. In joining Confluence Financial Partners this year and moving back to his home state of Pennsylvania, Jim has been enjoying working with business owners and families, helping them plan their way to, and through, retirement.
Jim studied at Pennsylvania State University – The Behrend College, graduating with a degree in Finance. After attaining his Series 7, 63 & 66 licenses, he furthered his education earning his Certified Investment Management Analyst® designation, through studies at Carnegie Mellon University.
Jim, his wife Julie, and sons Jimmy and Eddie are happy to be back in Pennsylvania, living in Mars and enjoying time with their life-long friends and family. When not at the office, Jim enjoys coaching his sons' baseball teams and spending time in the great outdoors.
Raymond James is not affiliated with any of the listed entities.
Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.