James Lister's Location
Massachusetts, United States
James Lister's Work
- Wealth Advisor @ Shepherd Financial Partners
- Wealth Advisor @ Pinnacle Private Wealth
- Sr. Financial Services Representative @ Foresters Financial Services
James Lister's Education
- Merrimack College
BS-Business Administration (Finance)
2004 - 2008
James Lister's Skills
- Estate Planning
- Financial Advisory
- Series 63
- Financial Planners
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Tax
- Portfolio Management
- Investments
James Lister's Summary
James Lister, based in Massachusetts, United States, is currently a Wealth Advisor at Shepherd Financial Partners, bringing 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 contributes valuable insights to the industry. James Lister has 1 email on RocketReach.
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