With over 35 years of experience in the investment field, Jim strives to help diverse clientele pursue their dream retirements while enjoying their current lives to the fullest. Jim candidly discusses with clients the pros and cons of investment options and then assists them in making choices they are comfortable with. He specializes in building portfolios for high-net-worth clients, as well as working with retirees to help ensure their future financial independence.
Jim has helped to establish the Reading is Fundamental (RIF) program in Highland and has been a long serving member of the Highland Kiwanis.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
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