Jimmy joined RBC Wealth Management in the summer of 2023 as managing director and financial advisor. He leads the team, which manages more than $425 million in assets for 100+ high-net-worth households*. Jimmy has successfully completed the portfolio focus- portfolio management program at RBC Wealth Management allowing him to manage assets on a discretionary basis.
Jimmy has over 29 years of experience as an advisor and has experience with various major market cycles, including the 1997–1998 Asian financial crisis, the 2000–2002 dot-com bubble and terrorist attack and the 2008–2009 financial collapse. Jimmy enjoys working with all aspects of his clients’ financial situations including estate planning services, debt management, retirement planning, insurance planning and more.
Prior to joining RBC Wealth Management, Jimmy spent eight years at UBS, eight years with Morgan Stanley and eight years with Merrill Lynch. He also spent four years in the banking system with AmSouth Bank. He is a graduate of the University of South Florida with a Bachelor of Science in communications.
Jimmy has an 18-year-old son, Max, and a 12-year-old, Kyle. Together, they enjoy going on cruises, playing golf and rooting for the Tampa Bay Lightning.
