100 William Street, Suite 200
Wellesley, MA 02481
Phone: 781-235-7055 ext. 7825
Jim joined Weston Financial in 2011 with more than 25 years experience in the financial services industry. Previously he was a partner in an independent wealth management firm, where he specialized in estate and business succession planning as well as, financial planning and asset management for owners of closely held companies, high net worth individuals and other professionals.
Jim is a graduate of Stonehill College with a B.S. in Business Administration and is a CFP® practitioner, in addition to holding the ChFC and CLU designations.