Managing Director, Wealth Advisor
Jim joined Sovereign Wealth Advisors in 2022 with over 34 years of experience in the financial servicesindustry. Jim was raised in south Florida and started his career on Wall Street in 1987. Throughout hiscareer, Jim has held various principal and supervisory positions. He consults with high net worthindividuals on wealth management strategies, portfolio development and monitoring. His corporateclients rely on his insight into retirement plan design and consultation and corporate benefits.
Jim holds the designation of Accredited Investment Fiduciary (AIF®) and holds the prestigious C(k)P®Certified 401(k) Professional Designation, a designation for the Retirement Plan Advisor, recognizing acombination of substantial practical retirement plan management and completion of a comprehensiveand highly specialized educational program.
Jim moved to Houston in 1992 after accepting his first branch management position. He currently livesin Sugar Land, TX with his wife, an obstetrician/gynecologist, and their two children.