Jim is a Financial Advisor and Managing Director - Investments at Wells Fargo Advisors. His career has spanned over four decades, during which he has counseled many individuals and families as they have progressed through various phases of their lives. In addition, Jim has filled various management roles over his career, supervising and mentoring hundreds of financial advisors and their support staffs.
Jim has a Bachelor of Arts in Government from Georgetown University and attended University of Missouri-Columbia Law School before enlisting in the United State Marine Corps.
Jim has received a number of awards during his career, most recently the Wells Fargo Advisors 2014 Spirit Award. Given annually to a handful of Premier Advisors nationwide, the award was established to recognize a select group of Premier Advisors for their lifetime achievements – both personal and professional – and for epitomizing and reflecting Wells Fargo Advisors’ values. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
Jim has been active in various executive, board and committee roles with a number of community-based non-profit organizations. These include St. Louis Priory School, Edgewood Children's Center, White House Jesuit Retreat Center, Aim-High of Greater St. Louis, Mathews-Dickey Boys and Girls Clubs, and the Missouri Friends of Injured Marines.
He lives in Webster Groves with his wife, Pat. They have two children and 3 grandchildren, all of whom live nearby in St. Louis.