The motto of the Marchand Advisory Group of Raymond James is “Exceptional Service, Trusted Advice”. Jim uses his vast experience in corporate and personal financial management to assist successful families and small businesses in the area and takes pride in providing customized investment solutions for each individual client.
Jim received his bachelor’s degree and master’s degree in Finance from Walsh College. He holds Series 7, 9, 10, and 65 securities licenses and is a licensed life and health insurance agent. He has earned the Wealth Management Specialist designation and previously served as Branch Manager of the Raymond James Macomb office.
Jim and his wife Maureen reside in Shelby Township. He enjoys golfing and reading and together they enjoy biking, traveling, and family time with their adult children. They are members of St. Kieran Catholic Church.
Jim currently serves as Vice President on the Board of Directors of Leadership Macomb, an organization dedicated to developing leaders in the community. He runs the group’s “Business Day” which focuses on timely topics important to the local business community. He is a member of the Financial and Estate Planning Council of Macomb (FEPCOM), and is a volunteer mentor for entrepreneurs and small business professionals through the Macomb/Oakland University Incubator Program.
Jim holds a Toastmasters Certificate and is an entertaining and informative speaker available to speak to local groups regarding financial topics.