Jim brings his distinct insight into managing individual portfolios to the Silver Liberatore Group of Raymond James. His experience in advising institutional investment professionals underscores his extensive capital market knowledge. He has more than 35 years of experience in the financial services industry.
Prior to joining Raymond James in 2021, James spent seven years at UBS Financial as a financial advisor and Chartered Retirement Plan Specialist, and three years at Merrill Lynch as a financial advisor, where he collaborated with the Silver Liberatore Group of Raymond James on market theory and portfolio construction. Before beginning his career in 1985, Jim studied mathematics and economics at the University of Illinois.
Jim and his wife, Carol, reside in Kildeer, Illinois. They have three children, James, Emily and Ryan. His family is involved with the Christian nonprofit LYDIA, offering their home as a safe, temporary home for children in need.