Jim's 32 year career in financial services began in 1993. Prior to joining RBC Wealth Management in April 2009, he spent several years at both Morgan Stanley and Merrill Lynch. Jim has a Bachelor of Science degree in education from Bucknell University.
Jim's investment practice is focused on the life and wealth planning needs of affluent families and individuals. He places the highest importance on his responsibility to assist clients with the accumulation, preservation, and transfer of wealth. Jim is committed to the integrity and quality of service while always putting hisclients' interest first.
Jim's investment philosophy can be thought of as delivering wealth management consistently through five steps: understanding, analysis, solutions, delivery and commitment. Through this process, he coordinates the application of financial, estate, and investment planning services to his clients. This process results in an investment plan that strives to take advantage of every opportunity for growth, while protecting his clients' wealth from undue risk. Jim remains long-term advisors with his clients - providing on-going review of their investment portfolios and periodic assessment of their plans to help assure that they continue to be appropriate for their circumstances.
Jim currently resides in Cape Elizabeth, Maine with his wife. While most of his free time is spent with family and friends, Jim also enjoys golfing and swimming, and has served on several boards in the community.
