James McLaughlin


Senior Vice President, Investments

JIM.MCLAUGHLIN@RAYMONDJAMES.COM

 

With over 35 years of experience in the financial services arena, Jim and the team advise on assets for individuals, corporations and retirement plans. They specialize in estate planning, retirement planning, financial planning, insurance analysis, risk management and investment allocation. Focusing on legacy planning, Jim works alongside attorneys and CPAs to design, implement and monitor strategies designed to help clients reach their financial goals and objectives.

Jim holds a bachelor’s degree in economics from Cornell University and a master’s degree in psychology from Mansfield University. He joined Raymond James & Associates in 1992 and served as branch manager for 11 years.

As senior vice president, investments, senior management at Raymond James continue to request Jim’s input and presentation at educational meetings, giving other advisors and industry leaders the chance to benefit from his experience.

Building on a career without a single customer complaint is one of Jim’s strong points. His lifetime of experience and pursuit of the highest degree of training allows him to listen to clients’ needs and provide solutions. These skills have resulted being a member of the Raymond James Chairman’s Council in 1999 and 2000,* an honor reserved for advisors who demonstrate the highest dedication to serving their clients as well as continued desire for professional growth.

Over the years, he has completed numerous hours of instruction to specialize in trusts, advising on charitable remainder trusts and charitable lead trusts.

Jim and his wife, Susan, participate actively in the Family Resource Center each year with Christmas gifts for children. They also are strong supporters of Hospice and the Florida Sheriffs' Youth Ranch. They have lived in Sugarmill Woods for the last 25 years, having moved down from upstate New York. Jim loves golf and Sue dotes on their dog, but they are all about family with their three children (Nicole, Matt and Amy) and their four grandchildren (Kennedy, Logan, Parker, and Sophie) taking center stage!

*Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually.