Jim started as a Financial Advisor with Morgan Stanley in 1999 in Monterey California.  He then moved his business to UBS during the 2008 financial crisis.  Jim uses financial planning to help client's recognize the goals they have for the wealth they have created.  He then will build customized portfolios to help clients meet those goals while trying to lower the overall risk they are taking. 

Jim was also named Branch Manager for UBS in St. Petersburg at the end of 2011.  He has been named to UBS's Leadership Council in 2012, 2013 and 2014.

He currently lives in St. Petersburg with his wife Diane and their four children Lily, Andrew, Aiden and Ella.  Jim likes to play basketball and fish.  Most of his free time is spent with his family creating memories.

AZ, CA, CO, FL, GA, IL, MI, MT, NY, PA, TX, UT, VA