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James joined Ameriprise as a Financial Planning Specialist in April of 2024. Currently completing his senior year at Bentley University as a Finance Major with a Concentration in Financial Planning, James will be a fully licensed Financial Advisor upon graduation in 2025. James learned to balance a demanding schedule exceptionally well as a collegiate athlete and student and will remain in his role during senior year.
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I will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with me.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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