James enjoys assisting clients with all of their planning and service needs and is dedicated to helping them work toward their goals. He loves getting to know our clients on a personal level, learning about their families and what matters to them.
He applies his extensive background as a financial advisor and as a manager in the wealth management and banking industries to provide knowledgeable responses to any issues, questions or concerns that may arise. He is consistent in his approach to problem resolution and always timely with follow-up and status updates.
James also serves as our business manager, overseeing all aspects of operations, streamlining our practice and helping us be more efficient and connected through the use of digital capabilities.
James joined Raymond James in August 2021 after 11 years with Merrill Lynch/Bank of America, where he held positions that included banking center manager, financial advisor and market supervision manager, overseeing advisors and support staff throughout the firm's Southeast Michigan complex.
James holds Series 7, 66, 9 and 10 securities licenses and life, health and annuity licenses. He is a graduate of Oakland University, where he earned a business degree. James grew up in West Bloomfield, Michigan, lived in Florida for a brief time, and now resides in Southeast Michigan.