Jim is the Founder and President of Greenwich Bay Wealth Management. He began his investment career in 1991, and is celebrating 20 plus years of providing financial guidance to his clients. Jim specializes in designing, implementing and managing corporate retirement plans as well as providing unbiased financial advice for his clients' retirement goals. Jim is an LPL Registered Principal and currently holds numerous registrations through LPL Financial, including Series 6, 63, 65, 7, as well as Life and Health Insurance licenses. Jim is a graduate of the University of Connecticut School of Business. He will earn his CFP by December 2014.
Outside of the office, Jim enjoys spending time with his three children, Zach, Liv and Jake who he coaches in SRIY Hockey Association. They also frequent their home in Vermont where they spend winter days snowboarding and summertime downhill mountain biking, hiking and taking trips to the river. An avid triathlete, he recently began competing in obstacle course races. At UCONN, Jim ran cross country and track during which time he travelled to Europe. In addition, Jim has a passion for music and has enjoyed playing the guitar for over 30 years.
63 Cedar Avenue Suite 12
East Greenwich, RI 02818