President
Current
2014 - Present
~12 yrs 6 mos
AeroLeads people directory · profile
James Traylor, Clu, Chfc, Chsnc Email & Phone Number
President, Rivent Partners
at
Rivent Partners
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
President, Rivent Partners
Location
Rochester, New York Metropolitan Area, United States
Company size
Who is James Traylor, Clu, Chfc, Chsnc? Overview
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Quick answer
James Traylor, Clu, Chfc, Chsnc is listed as President, Rivent Partners at Rivent Partners, a with 5 employees, based in Rochester, New York Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for James Traylor, Clu, Chfc, Chsnc.
James Traylor, Clu, Chfc, Chsnc previously worked as President at Rivent Partners and Registered Representative at Hornor Townsend & Kent. James Traylor, Clu, Chfc, Chsnc holds Ba, Biology & Political Science from Suny Geneseo.
Company email context
Email format at Rivent Partners
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Rivent Partners
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Profile bio
About James Traylor, Clu, Chfc, Chsnc
Please note that current regulatory policy does not allow me to receive endorsements of Skills & Expertise. While I appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of me, my services or the performance of your accounts.-7083283RG_Oct26
Current workplace
James Traylor, Clu, Chfc, Chsnc's current company
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Rivent Partners
6 roles · 13 years
James Traylor, Clu, Chfc, Chsnc work experience
A career timeline built from the work history available for this profile.
Registered Representative
CurrentLinkedIn is unaffiliated with Hornor, Townsend & Kent LLC. (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org/SIPC www.sipc.org 600 Dresher Rd., Horsham, PA 19044, USA. 800-873-7637, www.htk.com Rivent Partners, Inc. is unaffiliated with HTK.
2014 - Present
~12 yrs 6 mos
Forbes Business Council
Dec 2020 - Aug 2022
Chair
New York State Developmental Disabilities Planning Council
Sep 2012 - Aug 2020
Sales Manager & Director Of Specialcare Planning
Our team of associates is able to help you address issues surrounding the long term care of your family member with special needs.
Jun 2008 - Oct 2014
Financial Representative
I help my clients secure their financial security through proper risk management and investment based strategies. Strengths include Asset & Income Protection, Life Insurance, Disability Insurance, Education Funding, Retirement Strategies and Estate Planning.
May 2007 - Jun 2008
Team & coworkers
Colleagues at Rivent Partners
Other employees you can reach at upstatespecialneeds.com. View company contacts for 5 employees →
2 education records
James Traylor, Clu, Chfc, Chsnc education
Ba, Biology & Political Science
Ba, Biology, Political Science
FAQ
Frequently asked questions about James Traylor, Clu, Chfc, Chsnc
Quick answers generated from the profile data available on this page.
What company does James Traylor, Clu, Chfc, Chsnc work for?
James Traylor, Clu, Chfc, Chsnc works for Rivent Partners.
What is James Traylor, Clu, Chfc, Chsnc's role at Rivent Partners?
James Traylor, Clu, Chfc, Chsnc is listed as President, Rivent Partners at Rivent Partners.
Where is James Traylor, Clu, Chfc, Chsnc based?
James Traylor, Clu, Chfc, Chsnc is based in Rochester, New York Metropolitan Area, United States while working with Rivent Partners.
What companies has James Traylor, Clu, Chfc, Chsnc worked for?
James Traylor, Clu, Chfc, Chsnc has worked for Rivent Partners, Hornor Townsend & Kent, Forbes Business Council, New York State Developmental Disabilities Planning Council, and Massmutual.
Who are James Traylor, Clu, Chfc, Chsnc's colleagues at Rivent Partners?
James Traylor, Clu, Chfc, Chsnc's colleagues at Rivent Partners include David Levy, Erika Sollie, Cap, Om, and Nicole Vangorder.
How can I contact James Traylor, Clu, Chfc, Chsnc?
You can use AeroLeads to view verified contact signals for James Traylor, Clu, Chfc, Chsnc at Rivent Partners, including work email, phone, and LinkedIn data when available.
What schools did James Traylor, Clu, Chfc, Chsnc attend?
James Traylor, Clu, Chfc, Chsnc holds Ba, Biology & Political Science from Suny Geneseo.
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