Jimmy has been a member of the financial services industry since 2011. Prior to joining Capstone Financial Partners, he was a financial advisor with Merrill Lynch and M&T Securities, Inc. in Washington, DC. He is registered as both a securities representative and an investment advisor representative. As an advisor associate with Capstone Financial Partners, Jimmy specializes in the management and administration of retirement plan assets, and is a member of the firm’s investment committee. He is married with no children yet and one black lab. Outside of the office, Jimmy enjoys hunting, golf, and traveling with his friends and family. Jimmy is also an active member of the The Faison Center Junior Board.
Jimmy graduated from Collegiate School in Richmond, Virginia and Washington and Lee University with a B.A. in History, where he also played four years of college football.
FINRA Series 7 (General Securities Representative), Series 66 (NASAA Uniform Combined State Law Examination), and Series 24 (General Securities Principal Qualification Examination) securities licenses as well as life and health insurance licenses in the Commonwealth of Virginia, District of Columbia, and state of Maryland.
Certified Financial Planner™(CFP®)