200 Clarendon St 19th Floor
Boston, MA 02116
Jim Started his career with Baystate Financial in 2001 and joined our team with over 35 years of industry experience. As a seasoned financial planner, Jim has extensive experience in investments, retirement planning, protection products, estate planning, and specializes in generational planning for his clients. Jim takes great pride in his role as an advisor and his greatest joy is developing long standing relationships with his clients.
Jim graduated from Tufts University with a BA in Economics. Jim holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC®) designations and holds the Series 6, 7, 63 and Life, Accident and Health licenses.
Jim lives in Natick, MA and enjoys spending time with his wife and sons. He likes to travel, spend time with family and socialize with friends. Jim is an avid sports fan; he is known for his complete devotion to his beloved Boston Red Sox. You will always find him near Fenway or at a game whenever possible.
- Insurance Strategies
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee James’s Licenses and Disclosures