Meet Jimmy
With more than twelve years of experience in wealth management, Jimmy joins the Carson Wealth team as a Senior Wealth Advisor. He specializes in guiding individuals and families through comprehensive financial planning and investment strategies designed to build, preserve, and transfer wealth across generations. Jimmy takes a personalized, relationship-focused approach—helping clients gain clarity and confidence in their financial future through thoughtful planning, transparent guidance, and unwavering integrity.
A graduate of the University of Pennsylvania in Philadelphia, Jimmy has previously worked at wealth management firms with a focus on investment strategies and financial technology.
Outside of work, Jimmy enjoys spending time with his family, coaching his children, and staying active in his local community.
Jimmy Cuorato is not registered with Cetera Wealth Services LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Wealth Services or its registered representatives.
