With the knowledge that comes with more than 10 years of experience in the financial services industry, Jim helps investors navigate the myriad of available investment options with unparalleled service and a personal commitment.
From financial planning to comprehensive investment management, Jim’s recommendations are made solely in the interest of providing the highest value and benefit to you. He works hard to help you pursue your financial goals with as much certainty as possible while managing risk.
At Raymond James, Jim has access to the financial expertise and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. If you have a question or concern, He answers promptly, completely and truthfully. He also provides all the information you need to make informed decisions, based on realistic expectations, about your investment needs.
Jim is originally from Winchester, and is a graduate of Villanova, where he earned an accounting degree. As a fitness fanatic, you’ll find Jim on the golf course or going for a run. In his free time, Jim enjoys spending time with his family, especially his two grandchildren.