Phone: (678) 533-6055
Jim was raised in Marietta, Ga., and has over twenty years of professional experience as a manager at both the corporate and branch levels. His primary focus has been on supporting and nurturing client relationships. Jim began his career in New York City, managing the Customer Service department as well as the Margin and Risk department at National Discount Brokers. He returned to Atlanta as a Vice President and Manager of branch operations at Smith Barney. Jim worked closely with Smith Barney clients for over eleven years, helping them with financial questions and needs. He has also worked with numerous institutional retirement plans during his career and understands the questions and concerns they have while preparing for their future. In his spare time, Jim enjoys playing golf, traveling, cooking, and spending time with his wife Kimberly, daughter Katie, and son William.