Jim Gibbs Jr.,
CLU®, ChFC®
Financial Advisor, RJFS
Jim established his Financial Service career in 1985 with Prudential where he spent 11 years striving to meet the investment and insurance needs of clients in and around our Nashville community. In 1997 he accepted a role at First American Bank (which eventually became Regions Bank) on the Financial Planning team as an Insurance Specialist where he helped Financial Advisors and Bank personnel meet the needs of various clientele. He continued to work with this group through 2015 when he decided he could better serve clients by accepting a Financial Advisor role with Raymond James.
Jim has built his financial services practice on an ongoing moto of life. “Knowing what I know, what would I want someone to advise me and my family if we were in the same situation as the client that is sitting in front of me.” His process is straight forward. Get to know the client – Focus on their goals – Create a diversified portfolio that helps them get there – and then schedule time to review progress. The investment solutions are driven by the client’s risk appetite and timeline using Raymond James resources, investment solutions are created with the client’s risk and timeline front of mind.
He received his BS in Economics from Vanderbilt University while on a baseball scholarship. Jim continued his professional education obtaining his CLU (Certified Life Underwriter) and ChFC (Chartered Financial Consultant) designations and he likes to say he continues to learn every day.
Jim and Lisa have been married since 1990 and they have 3 daughters. They live in Hendersonville and have been members of Long Hollow Church since moving to the community in 1995. And yes, he likes to golf with his clients and friends.
