With more than 30 years of experience in financial planning and investment management, Jim’s process begins with understanding your vision, goals, and risk tolerance, then developing a comprehensive plan that coordinates with legal and tax professionals. From designing tax-efficient investment portfolios to implementing strategies for wealth preservation, Jim ensures every recommendation is made with your best interests in mind. He remains a trusted partner throughout life’s changes, adapting plans as markets and circumstances evolve.
Jim has expertise in guiding business owners through succession planning, business sales, and wealth transfer. Jim tailors his recommendations to the unique challenges and ambitions of each owner, recognizing that no two businesses follow the same path. He develops individualized strategies that can help maximize business value, reduce tax exposure, and integrate estate planning to protect their legacy.
Jim began his financial services career in 1993 and spent thirteen years with Morgan Stanley Smith Barney before joining Towne Wealth Management in 2013. A Yorktown native, he now lives in Seaford, Virginia, and enjoys traveling, boating, and outdoor adventures.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.
The Forbes Best-in-State Wealth Advisors 2026 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2024 to 6/30/2025 and was released on 4/7/2026. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 52,043 nominations, roughly 11,302 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.