Jim is a driven, ultra-friendly financial professional. Educated at the University of Scranton, he continued his education via TD Ameritrade getting high-licensure obtaining the Series 7, 63, and 65 exams.
Jim has spent his 10 plus year career working for several different financial firms (including Investors Savings Bank, AXA Advisors and TD Ameritrade Institutional). In these roles Jim was directly responsible for customer service, lending, insurance sales and research, and assisting financial planners and managers with their clients. asset allocation and investment management strategies were his main point of success during the time spent at TD consulting with small independent Financial Advisors, Wealth Managers, and Bank Trust departments.
Today, Jim is married to his lovely bride Kristen and they reside happily in Richmond, Rhode Island. Kristen is a senior fashion designer for a large boutique firm in Pembroke, Massachusetts, a good distance from home. Only going in 2 to 3 days per week, Kristen enjoys the work-from-home lifestyle. These two, with much excitement, are expecting their first-born in July.
In his spare time, Jim enjoys surfing, playing golf, fishing, reading, and anything related to home improvement.