James Yonker joined Raymond James in 2016, as Senior Vice President of Investments. In this role, he oversees the strategic management of several hundred million dollars of assets under management.
His journey in the world of finance commenced in 2002 at Waddell & Reed, where he cultivated his financial acumen. He has over 20 years of experience, and is known for an unwavering commitment to his clients, a sterling professional reputation, and a dedication to excellence.
James earned his Bachelor of Arts in Economics from Illinois Wesleyan University. He also attained the prestigious Certified Financial Planner® certification in 2013, solidifying his dedication to providing clients with top-tier financial guidance.
When it comes to portfolio construction, James draws from a diverse array of investment vehicles, including individual stocks, bonds, mutual funds, and ETFs. He leverages extensive research and the abundant resources available at Raymond James to craft tailored financial strategies designed for each client's unique risk tolerance to help meet their objectives.
James is renowned for his unwavering commitment to his clients' best interests. His diverse clientele consists primarily of individuals and their families, often spanning multiple generations. James prides himself on creating bespoke financial strategies that align seamlessly with each client's unique goals, helping ensure lasting financial success.
He is also deeply grateful for his partnership with Alan Lazzara, a distinguished financial professional with an impressive track record. Alan brings nearly four decades of experience in the investment advisory industry, including a tenure at William Blair spanning almost 30 years.
James values Alan’s wealth of expertise, academic background, and dedication to managing clients’ assets, which align perfectly with his commitment to delivering exceptional wealth management service. This partnership represents a shared commitment to helping clients achieve their financial goals while relieving them of the burdens of wealth management. Together, James and Alan combine their knowledge and resources to offer personalized financial guidance to their clients.
Beyond his flourishing financial career, James Yonker has a passion for giving back to his community and serves as an active member of the board of elders at his church. In his personal time, he's an avid golfer during the summer months, honing his skills on the green, and an enthusiastic woodworker when winter descends, creating intricate projects with precision and artistry.
In his personal life, James is happily married to Lindsay, an accomplished equestrian. Together, they nurture their three remarkable children: Jakob and Lucas, who are pursuing their college education, and Hazel, who is navigating her way through middle school.
Complementing his expertise is the invaluable support of Megan Berning, an accomplished associate who currently holds a position on the Branch Associate Advisory Board.
Their collaborative effort, coupled with the wealth of resources available through Raymond James, helps to enable James to provide his clients with nothing less than exceptional service.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.