James Lister Email & Phone Number
Wealth Advisor @ Shepherd Financial Partners
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James Lister Location
- Massachusetts, United States
James Lister Work
- Wealth Advisor @ (April 2016 - Present)
- Wealth Advisor @ (January 2011 - April 2016)
- Sr. Financial Services Representative @ (June 2007 - January 2011)
James Lister Education
- Merrimack College
BS-Business Administration (Finance)
2004-2008
James Lister Skills
- Estate Planning
- Financial Advisory
- Series 63
- Financial Planners
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Tax
- Portfolio Management
- Investments
- Finance
- Asset Allocation
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Uniform Combined State Law
- Strategic Financial Planning
- FINRA
- Business Planning
- Wealth
- Management
- Personal Finance
- Series 7
- Securities
James Lister Summary
- James Lister, based in Massachusetts, United States, is currently a Wealth Advisor at Shepherd Financial Partners. James Lister brings experience from previous roles at Pinnacle Private Wealth and First Investors Corporation. James Lister holds a 2004 - 2008 BS-Business Administration in Finance @ Merrimack College. With a robust skill set that includes Estate Planning, Financial Advisory, Series 63, Financial Planners, Retirement Planning and more. James Lister has 2 emails and 2 mobile phone numbers on RocketReach.
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