MEET WITH JIM! To schedule an appointment, please call (866) 300-9382. |
ABOUT
I work with individuals, families, and business owners throughout Brevard and Volusia counties. I provide professional guidance and personalized financial strategies tailored to each person's unique goals and circumstances.I specialize in investment management and retirement planning, helping people navigate important financial decisions. My areas of focus include investment advice, retirement planning, individual and trust investment accounts, Individual Retirement Accounts (Traditional, Roth, and SEP IRAs), 401(k) rollovers, life insurance, long-term care insurance, estate planning, and succession planning.
QUALIFICATIONS
- Over 18 years of experience as a Financial Advisor
- Holds CRPC® designation
- Holds FINRA Series 7 and 66 securities licenses through LPL Financial
- Holds Florida Life & Health Insurance Licenses
EDUCATION
- College for Financial Planning, Chartered Retirement Planning Counselor (CRPC®) designation*
- Suffolk County Community College
PERSONAL
I enjoy spending time with my wife and family. When I'm not working, you'll often find me traveling, visiting theme parks, working on my Mustang, or watching New York Yankees baseball.
CRPC conferred by College for Financial Planning.