"As your financial advisor, I will work with you to develop a highly personalized plan to preserve and grow your wealth. I work with a variety of investors in various stages of their lives. I am diligent about finding which strategies align with your individual short and long term goals. Together as a team, we use advanced retirement planning, income planning, portfolio management, tax planning, and estate protection strategies."
Jim began his career over 30 years ago in the greater Sarasota area and still maintains most of the same clients today! Jim received his Bachelor of Science in Business Administration from University of Hartford in 1991. In 1998, he became a LUTCF (Life Underwriter Training Council Fellow). Jim is active in the local community, volunteering his time in many capacities.
Jim provides extensive knowledge, experience and world class investment platforms to his clients. His firm, Premier Retirement Asset Management, provides comprehensive wealth management services in a one stop shop setting designed to simplify your life.
Professional Licenses:
Series 7, 63 & 65
Insurance and Annuity Licensed
Community Involvement:
Active Volunteer for the Juvenile Diabetes Research Foundation (JDRF), Supporter of the Jewish Federation, Goldie Feldman Academy, YMCA Youth Sponsor, Youth Basketball Coach, Suncoast Youth Basketball League, American Cancer Society, Sarasota Chamber of Commerce, Venice Area Chamber of Commerce, Prader-Will Syndrome Association, Venice Theatre, Child Protection Center, Toys for Tots, Make-A-Wish Foundation, Member—Temple Emanu-El, Sarasota Sports Club and United States Tennis Association. Corporate Sponsor-Phillippi Shores Elementary School, Terranova Equestrian Center and Incredibowls Bowling Team.
Investment Advisory Services offered through Spire Wealth Management, LLC a Federally Registered Investment Advisor.
Securities are offered through an affiliate, Spire Securities, LLC a Registered Broker/Dealer and Member of FINRA and SPIC.
Insurance Services provided by Spire Insurance Agency, LLC