James joined the Raymond James team in 2021 and in his time here has worked to earn the title of associate investment advisor. He continues to pursue his education with the goal of becoming a certified financial planner.
His background in business management in the hospitality industry, as well as bookkeeping and accounting, complements his work helping clients by creating financial projections to aid in their planning for retirement. Helping people to feel secure and reassured in their financial situations is one of the main reasons he is drawn to the field.
James lives in Hudson and when he's not studying or in the office, he tries to spend as much time as possible outdoors rock climbing or hiking at Mont. Rigaud with his dog Luna.