Jim's long career as a financial advisor has mirrored his own life. The first 20 years were spent in an effort to help his clients accumulate and grow their wealth. Now that he is semiretired, he has become a retirement specialist, using himself as a model to help others with retirement income planning.
Born in Tampa, Jim graduated from the University of Florida. He went on to a career as a vice president for two insurance companies in North Carolina, emphasizing estate and business planning, before becoming a financial advisor. Now a resident of Pawley's Island, South Carolina, Jim specializes in asset allocation programs for retirees with the goal of increasing income so they can enjoy the leisure activities that make retirement so worthwhile.
He is married to Gail, a registered nurse with a specialty in cardiology. Together, they enjoy spending time with their two daughters and three granddaughters, who live in Raleigh.
Raymond James is not affiliated with any of the listed entities.