Jim has been a financial advisor since 1990 and he spent 29 years with Merrill Lynch before he and his team joined RBC in 2018. His focus is on developing strategies and providing guidance for high-net worth individuals and their families to help them meet their short- and long-term financial goals. Jim’s approach to wealth management is consultative and committed to excellence. First, he takes the time to listen to and review client financial situations, preferences and goals. He then offers recommendations for asset allocations designed to accurately reflect each client’s income and growth expectations. After implementing recommendations, the relationship includes discussions and meetings to monitor the client’s progress toward achieving their goals. Jim and his team believe that client service and timely, frequent communication is at the core of the relationship that we maintain. Jim became a member of the Chairman's Council in 2019 and was named Managing Director in 2021.
Jim lives in Lower Gwynedd, Pennsylvania, with his wife of 26 years, Jeanette. His oldest daughter, Kerry, is the owner of a Creative Business Strategy business while his younger daughter, Jana, is a Drexel University graduate who works at Bryn Mawr Hospital as a registered nurse. Jim enjoys all sports, his two grandchildren and serves as president of Old York Road Country Club.
