Jim Colavita

Jim Colavita is a Managing Director and Certified Financial Planner at GenTrust, a wealth management firm.3 With over a decade of experience in the financial industry, he specializes in wealth management and financial planning for high-net-worth families and individuals.1

Professional Background

Jim's career in finance includes:

• Current role as a Wealth Management Advisor at GenTrust23
• Previously worked as a First Vice President of Investments at Merrill Lynch for over ten years1
• Spent five years on the Institutional Fixed Income desk at Merrill Lynch1

Expertise and Approach

Jim is known for:

• Creating wealth management strategies aimed at helping clients achieve long-term financial goals1
• Focusing on a planning-based approach that incorporates cash flow, retirement, and estate planning concepts1
• Believing that financial success is as much about avoiding obvious mistakes as making specialized investments1

Education and Certifications

• Bachelor of Science in Finance from Binghamton University1
• MBA from Fordham University's Graduate School of Business1
• Holds the Certified Financial Planner (CFP®) designation1
• Holds the Chartered Retirement Planning Counselor (CRPC®) designation1

Jim Colavita's approach to wealth management emphasizes building lifelong trust with clients and developing customized frameworks to achieve their financial objectives.1