Jim helps us maintain the high level of service we provide to our clients. Knowledgeable and responsive, he provides timely, accurate and meaningful answers to our clients’ questions.
He enjoys being able to help clients navigate complex financial needs to achieve their goals, and come away with a positive feeling about their financial future and our group.
Before joining our team in 2014, Jim held several positions, including paraplanner with Ameriprise Financial, an investment advisor with MetLife, and an assistant equity sell-side market maker with the Maxim Group.
Jim holds Series 7, 63, 65 and 55 securities licenses and is licensed in life and health insurance in the state of New York. He earned a bachelor’s degree in business administration from Dowling College.
Originally from Commack, New York, Jim lives in Kings Park, New York, with his wife, Cathleen, and children, Samantha and Jaxie. In his free time, Jim enjoys Spartan Racing and watching his children’s sports activities.
Raymond James is not affiliated with the above organizations and/or charitable causes.