FINANCIAL ADVISOR, WMS®
There are UT fans and then there are UT fanatics. The latter is how Jim would describe himself since granduating from UT. Shortly thereafter, Jim started his career in the financial industry and soon found his passion for helping clients with their investment management decisions. As a Wealth Management Specialist® (WMS), Jim focuses on providing professionally managed equities, fixed income and alternative investment solutions to his high net worth families. He brings a vast amount of experience through his time at Merrill Lynch, Loabe Roades, First Wenthrop Corp., and currently Raymond James, where he’s spent the last 20+ years of his career. Jim’s ability to communicate his keen investment perspective built on decades of experience is a rare benefit to his clients not found in most advisors.
He recently partnered with Clarus Wealth Group to pair his expertise in investment management with their unique financial planning process to help bring clarity to the many personal, business and financial complexities his clients face as their lives unfolds.
Jim's passion for the outdoors finds him always looking for his next adventure. When not in the office, Jim enjoys spending time with his family at his lake house and teaching his grandsons how to hunt and fish, all while wearing burnt orange in support of his Texas Longhorns.