Broker Check
James McDonnell, CFP®, CLU

James McDonnell, CFP®, CLU

Senior Partner

Jim is a CERTIFIED FINANCIAL PLANNER™ CFP® professional and investment consultant. He brings over fifteen years of experience in helping create customized financial, investment, and wealth-preservation strategies for families, business-owners, and executives.

Jim remains a highly involved alum of both Stonehill College (BA in Economics) and Boston Latin School.  Jim holds his Series 6, 63, 65, and 7 securities registrations with LPL Financial as well as CFP® and CLU designations.

A life-long Bostonian, Jim resides in West Roxbury with his wife, Nicolette and his daughter Emalyn.