Mr. Reim holds the professional designation of Chartered Financial Analyst. He has more than 25 years of experience providing financial and retirement planning for individuals, businesses, and pension plans.
Jim spent 11 years with Paine Webber and 14 years with Morgan Stanley before opening The Investment Center of Erie in May of 2009. He is a member of the Chartered Financial Analysts Institute as well as the CFA Society of Cleveland. He is also an Accredited Investment Fiduciary and has completed the Estate Planning Consultant Program.
Jim serves on the board of directors of Springhill Senior Living Center and Methodist Towers. He is a member of the Estate Planning Council of Erie, the Independent Council on Aging, the Erie Kiwanis Club, the Erie Philharmonic Chorus and the First United Methodist Church Choir. He is married with three grown children and resides in Fairview.