James D. Sheehan, Cfp® Cpwa® Email & Phone Number

James is a financial industry veteran with more than 25 years of professional experience and a decorated veteran and major of the U.S. Marine Corps, serving since 1993. His passion for service began in the military and continues in service to his clients. Helping people gives James a deep sense of purpose and joy. He began his financial career in 1997 as a financial advisor at Merrill Lynch. He spent his formative years at UBS, starting in 1999 as a financial advisor and rising to become branch manager, divisional training officer, sales manager, and ultimately director. James joined Alex Brown, a division of Raymond James, in 2017, where he served as managing director before founding his independent practice, Sheehan Wealth Partners, in 2023.James holds two prestigious credentials that signify excellence in the field of financial planning. He is a Certified Financial PlannerTM (CFP®) and a Certified Private Wealth Advisor® (CPWA®), the latter of which was designed specifically for professionals serving high-net-worth clients.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Listed skills include Certified Private Wealth Advisor, Fixed Income, Retirement Planning, Series 3, and 15 others.