My favorite vacation spot
Something funny about you
I laugh during my own jokes.
“I believe we can make a positive difference in the lives of our client’s families by helping them achieve and maintain financial independence while navigating life’s numerous competing goals.”
As an Advisor at Lexington Wealth Management, Jimmy is passionate about helping his clients invest – and stay invested – in the often-turbulent markets. He takes great pride in developing the right plan for each of his clients. Jimmy believes in taking the “Jerry Maguire” approach: fewer clients, more high-touch personalized service, and striving to open a dialogue to the 5% that really matters most.
Jimmy brings 12 years of industry experience. Prior to joining Lexington in 2011, he worked at BNY Mellon for four years and Liberty Mutual Insurance for almost two. He graduated with a bachelor’s degree in Computer Science from Framingham State College in 2005. He completed his Certification of Financial Planning at Boston University in 2016.
Jimmy is currently the Treasurer on the Board of Directors for the Framingham State University Endowment Foundation and is Chairman of the Finance Committee. When not working he enjoys spending time with family, personal fitness, traveling, golf and sports. Jimmy is also the Coordinator of Youth Ministry at St. Paul Church in Wellesley.