Utilizing his 30 years of experience in the financial industry, Jim assists the Capital Wealth Advisors team with providing business development and works with the Portfolio Advisors to provide a tailored approach to the client experience. Depending on the individual’s preference and needs this can be inclusive of investment management, wealth advisory, or estate planning.
Prior to joining Capital Wealth Advisors, Jim has had the opportunity to gain experience in various aspects of the business as a Wealth Advisor; Branch Manager; Regional VP of Wealth Management; Senior Vice President of Retail Branches, and Chief Operating Officer.
Originally born in Evansville, Indiana, Jim has lived and worked in numerous cities including New York City, Boston, and Washington, DC. Jim along with his wife, Kristin, curently reside in Boca Raton. They have a daughter and three grandchildren. Both Jim and his wife enjoy the South Florida lifestyle and are involved in many local organizations in Palm Beach County. Jim also served six years in the United States Marine Corps Reserves.
- Navy League
- Delray Beach Club
- Society of Arts & Letters
- Grace Community Church Foundation
- Boca Helping Hands
- Boca Raton Historical Society
- BS, Indiana State University
Designations & Licenses
- Chartered Retirement Planning Counselor (CRPC)®
- Life, Health, and Variable Annuity License
- Series 65