Meet Our Advisory Team

Marc and team are always available to support my wife’s and my investments. I have been with Marc and his staff for over 15 years and have benefitted from his guidance on my investments.

Marc, Greg and Christine have all shown great ability to analyze complicated financial markets and are patient and thorough in helping to explain all situations. Their whole team makes you feel like family and their accessibility and hospitality and most of all the financial expertise they have demonstrated I would recommend to my family and friends.

Excellent advisors, listen to your needs and expectations. Prompt response when needed. Treat you as family!

I have been with Gregg and his firm for many years now. I have gotten to where I fully trust him and the firm everyone that works there is just wonderful. The staff is very helpful. I cannot say enough and Gregg is always there for me as well as Dee also… I will tell you if you sign up with this firm you will always be grateful that you did.

We have been working with Jim for years and have been extremely pleased. The entire team is very friendly and welcoming.

My family and I have been with Jim Cooper for many years and have been very pleased with his performance and results. We are lucky to have a financial advisor who we know we can trust.

Working with Marc, Jim and Greg has been a great experience over the years. They have always taken the time to fully understand my finanical goals. They have a genuine care for my financial well-being. I always feel informed and confident in the decisions we make together. I highly recommend them to anyone looking for a patient, knowledgeable and trustworthy financial advisor.

I have been a client of Jim Cooper for over 20 years and for a very good reason. Even during difficult market times, Jim has successfully advised me on my investments to minimize my risks and maximize my worth. Over the years when it was necessary for me to go into their office for a review of my account, the staff was incredibly friendly. They made me feel welcomed and valued as a customer. I would highly recommend Jim as a financial advisor.

I have worked with the advisors of Beacon Pointe in Sarasota for over 20 years. I absolutely love everyone associated with this office! I can look forward to retirement due to their great money management skills and an individualized plan that fits my needs. Huge shout out to Jim Cooper for his attentive management of my portfolio, and to everyone in the office for keeping the standard of money management high and serving the clientele with INTEGRITY.

This staff is very professional. They listen to you and treat you as if you are their only customer. I have dealt with Jim now for a few years and I’m very relaxed that they are working in my best interest.