Jim serves the Raymond James Financial Planning Solutions department as a financial planning consultant. As a CERTIFIED FINANCIAL PLANNER™ professional, he works alongside financial advisors, providing guidance and assistance regarding financial planning topics such as Social Security, Medicare, individual retirement accounts, taxation and estate planning. He also helps advisors implement strategies and interpret results garnered from a client’s Goal Planning & Monitoring plan.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner®, 
Raymond James does not provide tax or accounting services.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.