With the knowledge that comes with more than 15 years of experience in the financial services industry, Jim helps investors navigate the myriad of available investment options with a high level of service and a personal commitment.
From financial planning to comprehensive portfolio management, Jim’s recommendations are made solely in the interest of providing the highest value and benefit to you. He works hard to help you pursue your financial goals and reduce your risk.
At Raymond James, Jim has access to the financial expertise and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. If you have a question or concern, Jim answers promptly, completely and truthfully. Also he provides all the information you need to make informed decisions, based on realistic expectations, about your investment needs.
Jim joined Raymond James in 2022 after 15 years with Edward Jones.
Jim lives in Standish, Maine, and has two grown children. When not in the office, he enjoys spending time on Sebago Lake.