Financial Paraplanner Qualified Professional™/Client Services Associate
A graduate of Binghamton University, Jim holds the Financial Paraplanner Qualified Professional (FPQP) designation and holds Series 6 and Series 63 securities registrations with LPL Financial. Inspired by his father, a long-time CFO, he began his finance career in 2019 with the drive to continuously improve his knowledge of markets and personal finance with a dedicated work ethic and attention to detail to better perform his professional duties.
Jim is youngest of 3 and a proud uncle to 5. When not working, he enjoys golfing, reading, and spending time with his family and friends.