Senior Vice President - Investments @ Raymond James (October 2015 - November 2023)
Executive Director-Investments @ (December 2011 - October 2015)
Financial Advisor @ (January 2006 - December 2011)
Vice President-Investments @ (April 1998 - January 2006)
Financial Advisor @ (April 1994 - July 1998)
Investment Banking Analyst-Financial Institutions Group @ Salomon Brothers (May 1993 - April 1994)
Jim McDermott Education
Marist High School
University of Illinois, Champaign-Urbana
Bachelor of Science (Finance)
Jim McDermott Skills
Wealth Accumulation
Retirement- Plan Consulting
Investments
Wealth Preservation Strategies
Wealth Management Services
Financial Advisory
401(k) Plan Options
401(k) Rollovers
401k Rollovers
Microsoft Office
Operations Management
Marketing
Finance
Wealth Preservation
Retirement Plan
Performance
Retirement Plan Consulting
Customer Service
Strategy
Wealth Management
Operations
401 Rollovers
Jim McDermott Summary
Jim McDermott, based in Hinsdale, IL, US, is currently a Financial Advisor, Managing Partner at GCG Advisory Partners. Jim McDermott brings experience from previous roles at Raymond James, Oppenheimer & Co. Inc., Wells Fargo Advisors and Morgan Stanley. Jim McDermott holds a Marist High School. With a robust skill set that includes Wealth Accumulation, Retirement- Plan Consulting, Investments, Wealth Preservation Strategies, Wealth Management Services and more. Jim McDermott has 3 emails and 1 mobile phone numbers on RocketReach.
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