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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Senior Vice President–Wealth Management
Financial Advisor
Jim's career began in 1980 and he has just entered his 40th year as a Registered Investment Advisor. He is currently a Senior Vice President- Wealth Management in our Winter Park office.
Jim has worked with two of his new partners Mitch Schrenk and Ed LeMasters off and on again since he first met Mitch in 1983. He became the youngest managing branch manager for privately held Drexel Burnham Lambert in 1985, and successfully recruited Mitch and Ed to work there in the 1980s.
Jim has been actively managing both equity, fixed income and alternative investments for clients in the accumulation phase, retirement income, and wealth transfer phases of their lives. He believes deeply that investing is a process not an event. As a keen observer and follower of The Federal Reserve Monetary Policy, he helps our clients manage their assets through rising and falling interest rate environments.
Jim was born and raised in Fort Lauderdale, Florida. He later attended Florida State University and was a Member of the National Board of Directors for Seminole Boosters for 6 years.
He and his wife Martha reside in Orlando and together have five grown children, three married, and eight grandchildren. Traveling, racquetball, and family time are how they spend their leisure time.
Education
Senior Vice President–Wealth Management
Financial Advisor
Jim's career began in 1980 and he has just entered his 40th year as a Registered Investment Advisor. He is currently a Senior Vice President- Wealth Management in our Winter Park office.
Jim has worked with two of his new partners Mitch Schrenk and Ed LeMasters off and on again since he first met Mitch in 1983. He became the youngest managing branch manager for privately held Drexel Burnham Lambert in 1985, and successfully recruited Mitch and Ed to work there in the 1980s.
Jim has been actively managing both equity, fixed income and alternative investments for clients in the accumulation phase, retirement income, and wealth transfer phases of their lives. He believes deeply that investing is a process not an event. As a keen observer and follower of The Federal Reserve Monetary Policy, he helps our clients manage their assets through rising and falling interest rate environments.
Jim was born and raised in Fort Lauderdale, Florida. He later attended Florida State University and was a Member of the National Board of Directors for Seminole Boosters for 6 years.
He and his wife Martha reside in Orlando and together have five grown children, three married, and eight grandchildren. Traveling, racquetball, and family time are how they spend their leisure time.
Education
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
