Jim Zientara


Branch Manager

Financial Planner

Cell: 941.224.1347

JIM.ZIENTARA@RAYMONDJAMES.COM

 

Jim Zientara is a native of Whiting Indiana, near Chicago.  B.S. in math from Purdue University in 1966.  MBA  in finance from Indiana University in 1970.

In 1970, joined the Trust Department of the Continental Bank of Chicago.  In 1972, he moved to Florida and joined the Trust Department of the Palmer Bank of Sarasota. He was on the Investment Committee of the Florida Bankers' Association.

In 1975 Mr. Zientara joined Dean Witter, now Morgan Stanley.

In 1989,he received the title of Certified Investment Management Analyst (CIMA) through the Wharton School.

In 2009 he joined Raymond James Financial Services and opened a branch office on Lakewood Ranch Boulevard just South of State Road 64.

In 1990, he joined the Kiwanis Club of Bradenton, Kiwanian of the year in 1999.  He is a founder of the Manatee PC Users Group, listed in Who's Who in Finance and Industry, and a member of the Bradenton Country Club.

Married 51 years to Fran, they have 2 children and 5 grandchildren. They enjoy travelling.


WHY WORK WITH A CIMA®

 
Certified Investment Management Analysts® (CIMA®) are dedicated to elevating their practice through education, experience, examination and the highest standards of ethics. CIMA® professionals have the advanced investment management knowledge necessary to truly – fully – serve affluent clients, and they use that in-depth knowledge to analyze and hand-select the investment products that make the most sense for your circumstances. Earning a CIMA® designation requires three years of broad experience in investment management consulting and completion of the demanding educational program put forth by the CIMA® board. To maintain this designation, CIMA® professionals are required to adhere to a rigorous code of professional responsibility and complete 40 hours of continuing education every two years.

But what does this designation mean for you? It means that when you work with an investment consultant who has taken the time to become CIMA® certified, you’re working with someone who understands the financial complexities and risks that come with being in the highest tax bracket, is well-versed in modern concepts of investment advice, and, perhaps most important, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.