Weston Financial

Our Professionals

James Scanlan, CFP®, ChFC, CLU®

Director of Business Development & Planning Officer


James Scanlan
100 William Street, Suite 200
Wellesley, MA 02481
Phone: 781-235-7055 ext. 7825
Fax: 781-235-1905
Email: jpscanlan@westonfinancial.net

Five Star Wealth ManagerSM 2010, 2013

 

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.

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Weston Financial  |  Wellesley Office Park  |  100 William Street, Suite 200  |  Wellesley, MA 02481  |  781.235.7055
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Not a Deposit | Not Insured by any Federal Government Agency