For over 22 years Jim has been providing sound guidance to help high-net-worth families and individuals make informed decisions regarding their finances, and crafts custom financial strategies tailored to their individual goals, time horizon and risk tolerance. Extremely hardworking and honest, he is knowledgeable in comprehensive financial planning services, including retirement and estate planning. Jim loves getting to meet new people and having the opportunity to make a difference in their long- term financial well-being.
Before joining Raymond James, Jim was a Director of Investments with Oppenheimer & Co. He previously worked with Wells Fargo Advisors as First Vice President, Merrill Lynch as Vice President and Salomon Smith Barney as an Associate Vice President. He attended Widener University with a major in economics and a minor in accounting.
In his spare time, Jim enjoys skiing, golfing and coaching youth football, baseball and lacrosse. A Fair Haven native, he and his wife, Stephanie, have three children, Alex, Christian and Abigail.