Jim has been in the financial services industry for over 20 years and began his investment career in 1998. As a CERTIFIED FINANCIAL PLANNER™, he provides advice beyond investments—credit, insurance and planning—as well as creative solutions through a team of specialists. Prior to UBS, Jim worked for Merrill Lynch, Smith Barney and Wells Fargo Advisors. Before that, he spent nine years with CoreStates in Cash Management and Foreign Exchange. Jim graduated from Dickinson College with a degree in Policy & Management Studies/Economics and later earned a MBA in Finance from Temple University.

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