Jim has nearly 30-years’ experience as a financial professional and has been a leading member of the Retirement Benefits Group primarily assisting public school and non-profit employees with retirement planning needs. He has received numerous awards while at Equitable Advisors and facilitates complex strategies for deferred compensation and managed money advisory.
Jim grew up in Oceanport and Rumson, New Jersey and played Division I football at Middlebury College where he received a B.A. in English before earning his MBA from Leonard Stern School of Business at New York University. Jim currently resides in Holmdel, New Jersey along with his wife and their three daughters.
- Certificate in Retirement Planning, The Wharton School
- Holds FINRA series 6, 7, 24, 63, 65; Life & Health
- Licensed and/or registered and serving clients in AZ, CA, CO, CT, DE, FL, HI, NJ, NY, OK, SC, VT
- CA Insurance Lic# 0B75054