Suggestions
Jim Peterson
Senior Vice President - Financial Advisor at RBC Wealth Management-Miami
Jim Peterson is a seasoned professional who has recently joined RBC Wealth Management to provide his clients with access to global resources. With a background in finance, Jim studied BSBA in Finance at the University of Florida and pursued further education at St. Petersburg College. Prior to his current role, Jim held leadership positions at prestigious organizations like J.P. Morgan, UBS, and Northern Trust. At J.P. Morgan, he served as the Executive Director and Team Leader for Healthcare, Technology, Media, and Telecommunications, showcasing his expertise in these industries. With a client-first culture and a comprehensive approach to wealth management, Jim aims to leverage his experience to offer world-class investment solutions at RBC Wealth Management.
