Jim Clark follows a disciplined process that begins with first taking the time to get to know each client and the client’s family, their financial situation and what matters most to them, and is passionate about delivering excellent service.  Jim was named to the 2023 Forbes “Top Next Generation Wealth Advisors Best in State” list (*Published on August 8, 2023. Rankings based on data as of March 31, 2023) and is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the Firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.  Jim holds the Chartered Retirement Planning Counselor^TM designation.

Source: 2023 Forbes “Top Next-Generation Wealth Advisors Best-in-State” list. Published on August 8, 2023. Rankings based on data as of March 31, 2023. Opinions provided by SHOOK^® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.