Jimmy began his career in the financial services industry 18 years ago at the prestigious internship program for Merrill Lynch & Co., climbing through the ranks and working in every aspect of the industry from Operations to Marketing at firms like Morgan Stanley and A.G. Edwards & Sons. Jimmy attended Florida International University majoring in Liberal Studies and earned the Chartered Retirement Planning Counselor designation from the College of Financial Planning in 2007. Prior to becoming a managing partner at Anthem Advisors, Jimmy oversaw $800 million in client assets as Vice President – Financial Consultant at Charles Schwab & Co. for 7 years. In 2011, he was recognized as one of their top financial consultants in the nation with the prestigious Chairman’s Club Award.
Jimmy was born and raised in Miami, FL where he currently resides with his wife, Diane and their two dogs. Jimmy and Diane are committed to the local community by being involved with The Hurricane Club whose mission is to strengthen the academic and athletic excellence of the University of Miami’s student athletes as well as with The Home Team, a non-profit organization that assists in the athletic and scholastic development of public school students in the greater Miami area.