Jim Scally's Location
Boston, MA, US
Jim Scally's Work
- Managing Partner @ Heritage Financial Services, LLC
- Custody Operations @ BNY Mellon
Jim Scally's Education
- Bentley University
Bachelor of Science (BS) (Finance)
1992 - 1996 - College for Financial Planning
(Financial Planning and Services)
Jim Scally's Skills
- Strategic Financial Planning
- Investments
- Certified Financial Planner
- Investment Advisory
- Asset Allocation
- Insurance
- Retirement Planning
- Wealth Management
- Personal Financial Planning
Jim Scally's Summary
Jim Scally, based in Boston, MA, US, is currently a Managing Partner at Heritage Financial Services, LLC, bringing experience from previous roles at BNY Mellon. Jim Scally holds a 1992 - 1996 Bachelor of Science (BS) in Finance @ Bentley University. With a robust skill set that includes Strategic Financial Planning, Investments, Certified Financial Planner, Investment Advisory, Asset Allocation and more, Jim Scally contributes valuable insights to the industry. Jim Scally has 1 email on RocketReach.
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