James provides holistic wealth management services that address the full spectrum of his clients’ financial concerns, including investments, life insurance, family finances, retirement and estate planning.
Working closely with each client, James uses sophisticated analytical tools and a wide range of investment and insurance products to develop a strategic financial plan that puts his clients’ needs first. With the plan in place, James monitors its performance on an ongoing basis, and makes any adjustments as needed.
With 14 years of investment experience, James is a member of the Director’s Club. This distinction is given by LPL Financial to top advisors based on their annual production compared to more than 18,000 registered LPL advisors nationwide. It reflects James’ experience in delivering the financial advice and personalized service his clients need to pursue their financial goals.
James attended the University of Connecticut where he received his BS in Business Administration with a concentration in Finance.
In 2017, 2018 and 2019 James was chosen as a Five Star Wealth Manager. The award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.*
James’ FINRA registrations held with LPL Financial:
SERIES 7, 63, 65, LIFE & HEALTH
*Wealth managers do not pay a fee to be considered or placed on the final list of 2019 Five Star Wealth Managers.