James Spicer

Jim is a seasoned financial advisor with 23 years of experience, dedicated to prioritizing his clients' needs. With a comprehensive understanding of life's transitions, he provides tailored financial solutions. Jim holds a degree in Finance, Insurance, and Real Estate from the University of Florida and began his career at Morgan Stanley in 2001. Over the years, Jim has cultivated strong relationships with internal and external professionals to address a wide range of financial challenges. Beyond his professional accomplishments, Jim is a devoted husband to his wife, Debbie, and a father to their two children, Bentley and Savannah.