Jim has been a financial advisor since 2000 and joined Merrill Lynch in 2013. He transitioned with his team to Raymond James in 2020. He has had the opportunity to work with various investment firms, including Morgan Stanley and Credit Suisse. Jim works with individual clients and business owners to manage, diversify and preserve their wealth.
Jim currently holds his Series 7 and 66 registrations. He also holds his life and health insurance license in Illinois as well as property and casualty insurance.
Teamwork comes naturally to Jim, who enjoyed an eight-year NFL career with the Chicago Bears, the New York Jets and the Houston Oilers. Jim was a recipient of the Brian Piccolo Award while with the Chicago Bears. As an All-American athlete at California State, Fullerton, Jim studied criminal justice and architecture.
