As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you are working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so that you have more options when you retire, regardless of what you decide to do.
In 2001, I began my Edward Jones career as a financial advisor in Rock Hill. I became a limited partner with Edward Jones in January of 2015.
I attended the University of South Carolina and graduated with a BS degree in December of 1991. I hold the AAMS® designation from the College for Financial Planning. The AAMS® designation is awarded to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
I am originally from the Washington, DC area and have lived in Rock Hill with my wife, Crystal, since 1992. We have two daughters, Cassie and Hailey.
I am the former president of Rock Hill's chapter of Business Network International (BNI) and I am the former president of the Bearcat Backers which is Rock Hill High School's athletic booster club.
My hobbies include sporting clays and making homemade wine.
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Charitable Giving
- Estate & Legacy Strategies
- Intergenerational Planning
My Personal Interests
- Wine Collecting/Enthusiast
Phone NumberJim Paolone at (803) 980-5550
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