Financial Advisor, Financial Services Executive, Investment Advisor Representative
CurrentThroughout his career, Jim has earned numerous honors and recognitions. While at MetLife he was named to the Chairman's Council in 2013 and 2014, Platinum Conference in 2008 and 2010-2016, and Leaders Conferences from 2006-2016, reserved for advisors who uphold the company’s highest standards of integrity, professionalism and customer service. He was also a member MetLife's of prestigious Inner Circle, comprised of financial services representatives who have demonstrated exceptional professional knowledge, client service and ethical conduct. In 2010, Jim was named as one of Hartford Business Journal’s “40 under 40” as one of the “outstanding young professionals in the greater Hartford area excelling in their industries through their leadership roles.” In 2012, Jim was named a Five Star Wealth Manager in Connecticut. To receive this accolade, those nominated are evaluated against ten objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients.*The 5 Star award is granted by Five Star Professional, an independent 3rd party marketing firm. This award may not represent the experience of all clients and is not indicative of future performance or success. This award stems strictly from client experiences as an insurance or securities product customer.Representatives do not provide tax and/or legal advice. Any discussion of taxes is for general informational purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.
