For Jim, there is nothing greater than developing meaningful, long-term relationships with individuals, families, business owners and physicians that he serves. Working toward that kind of relationship on a daily basis, Jim is driven to provide the superior service his clients need to help preserve and manage their wealth, gain clarity in their financial situation, and pursue financial independence through a disciplined, strategic approach that all begins with financial planning.

Jim has more than 28 years of experience helping financially successful individuals and companies pursue their short- and long-term investment goals. Prior to joining Raymond James in 2015, Jim served as vice president of investments for UBS from 2006 to 2015. Before that, he was employed as senior vice president of Stephens Inc.’s private client group for more than 13 years. Jim earned his bachelor’s degree in business finance from Arkansas State University.

A lifelong resident of Arkansas, Jim makes his home in Little Rock and has four daughters, Jett, Greylin, Reagan and Audrey. When he’s not at the office, Jim enjoys spending time with his kids, reading, golf, and participating in church activities and local charity work.