Jim McLaughlin
James McLaughlin, CIMA®, Managing Director and Senior Vice President of Investments with Princeton Wealth Advisors of Raymond James, has been in the financial services sector since 1982. Prior to joining Raymond James in 2007, Jim was a Senior Vice President and Wealth Management Advisor at Merrill Lynch for 15 years, and First President at Prudential for over 9 years. Throughout his career, Jim has been recognized as a top advisor by leading financial publications such as Financial Times, Forbes, and Barron's. In addition, he has been a member of the Raymond James Chairman's Council. Before entering the financial services industry, Jim was employed in various positions with the Marriott Corporation.
Jim McLaughlin Professional Experience / Academic History
Professional Experience
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Managing Director, Senior Vice President of Investments
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Senior Vice President, Wealth Management Advisor
Academic History
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Master of Business Administration, Finance
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Bachelor of Science, Business Administration and Economics
Awards and Recognitions
- Financial Times Top 400 Financial Advisors, 2016–2020
- Forbes America's Top Wealth Advisors, 2016–2020
- Forbes Best-in-State Wealth Advisors, 2019–2020
- Barron's Top 1,200 Financial Advisors, 2014–2020
- Raymond James Chairman's Council
Certifications and Designations
- Series 7, 9, 10, 63 and 65 securities licenses
- Certified Investment Management Analyst, CIMA®