James Valis Email & Phone Number
Managing Partner and Wealth Management Advisor @ Blackstone Valley Wealth Management, LLC.
James Valis's Location
Boston, MA, US
James Valis's Work
- Managing Partner and Wealth Management Advisor @ Blackstone Valley Wealth Management, LLC.
- Vice President Senior Account Executive @ Fidelity Investments
- Financial Planning Consultant @ Fidelity Investments
- Financial Advisor @ Edward Jones
James Valis's Education
- College of Financial Planning
CERTIFIED FINANCIAL PLANNER™ (Financial Planning and Services)
2006 - 2008 - Bryant University
Financial Planning Certificate Program (Financial Planning Executive Development Center)
2005 - 2007 - College of Financial Planning
(Financial Planning and Services)
2003 - 2005
- Bryant University
Master of Business Administration (MBA) (Finance and Financial Management Services)
2000 - 2002 - Worcester Polytechnic Institute
Bachelor of Science (B.S.) (Business Administration and Management, General)
1996 - 2000
James Valis's Skills
- Wealth Management
- Investments
- Retirement
- Retirement Planning
- Investment Advisory
- Strategic Financial Planning
- Estate Planning
- Financial Planning
- Mutual Funds
- Portfolio Management
James Valis's Summary
James Valis, based in Boston, MA, US, is currently a Managing Partner and Wealth Management Advisor at Blackstone Valley Wealth Management, LLC., bringing experience from previous roles at Fidelity Investments and Edward Jones. James Valis holds a 2006 - 2008 CERTIFIED FINANCIAL PLANNER™ in Financial Planning and Services @ College of Financial Planning. With a robust skill set that includes Wealth Management, Investments, Retirement, Retirement Planning, Investment Advisory and more, James Valis contributes valuable insights to the industry. James Valis has 4 emails and 1 mobile phone number on RocketReach.
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