James Towne Email & Phone Number
Wealth Manager @ LPL Financial
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James Towne Location
- Stowe, VT, US
James Towne Work
- Wealth Manager @ (August 2025 - Present)
- Financial Planner @ (March 2023 - August 2025)
- Financial Advisor @ (July 2018 - March 2023)
- Financial Advisor @ (March 2016 - May 2017)
- Personal Banker @ (February 2015 - February 2016)
- Universal Banker @ (January 2014 - February 2015)
James Towne Education
- Boston University
Financial Planning and Services
2020-2022 - Keene State College
Bachelor of Science (BS) (Business, Management, Marketing, and Related Support Services)
2009-2013
James Towne Skills
- Banking
- Customer Service
- Equities
- Estate Considerations
- Financial Strategies
- Investments
- Microsoft Word
- Retirement
- Sales
- Wealth Management
James Towne Summary
- James Towne, based in Stowe, VT, US, is currently a Wealth Manager at LPL Financial. James Towne brings experience from previous roles at Commonwealth Financial Group, Community Financial Services Group, Edward Jones and Bank of America. James Towne holds a 2020 - 2022 Financial Planning and Services @ Boston University. With a robust skill set that includes Banking, Customer Service, Equities, Estate Considerations, Financial Strategies and more. James Towne has 2 emails and 2 mobile phone numbers on RocketReach.
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