Jim has been with RBC Wealth Management since they acquired Tucker Anthony in 2001, where he began in 1989. Jim started his career as an account executive at EF Hutton. He moved to Drexel Burnham Lambert where he headed up the institutional services group in New England. Jim holds a Bachelor of Science degree in business administration from Babson College as well as the Accredited Wealth Manager Designation from Michigan State University. Jim has passed the Series 7, Series 63 and Series 66 exams, and holds life and health insurance licenses.