Jim Scanlan Email & Phone Number
Director of Business Development and Wealth Advisor @ Stage Harbor Financial, LLC
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Jim Scanlan Location
- Needham, MA, US
Jim Scanlan Work
- 2024 -now Director of Business Development and Wealth Advisor @
- 2017 -2024 Director and Sr. Financial Advisor @
- 2011 -2016 Director and Planning Officer @
- 2005 -2011 Partner @
- 1997 -2005 Managing Partner @ New England Financial
Jim Scanlan Education
- Leadership Rhode Island 2002-2003
- Stonehill College
BSBA (Finance)
1979-1983 - Stonehill College 1979-1983
Jim Scanlan Skills
- Estate Planning
- Strategic Financial Planning
- Retirement Planning
- Asset Managment
- Investments
- Asset Management
- Succession Planning
- Insurance
- Retirement
- Financial Planning
- Wealth Management
- 401k
- Asset Allocation
- Disability Insurance
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planners
- Financial Services
- Fixed Annuities
- High Net Worth Individuals
- Investment Advisory
- Mergers
- Mutual Funds
- Portfolio Management
- Securities
- Series 7
- Small Business
- Mergers & Acquisitions
- 401(k) Retirement Savings Plans
- Trading
- Mergers
- Wealth Management Services
- 401K Retirement Savings Plans
- Holistic Financial Planning
- Mergers and Acquisitions
- 401 Retirement Savings Plans
Jim Scanlan Summary
- Jim Scanlan, based in Needham, MA, US, is currently a Director of Business Development and Wealth Advisor at Stage Harbor Financial, LLC. Jim Scanlan brings experience from previous roles at Apella Capital, LLC, Washington Trust Wealth Management, The Patriot Financial Group and New England Financial. Jim Scanlan holds a 2002 - 2003 Leadership Rhode Island. With a robust skill set that includes Estate Planning, Strategic Financial Planning, Retirement Planning, Asset Managment, Investments and more. Jim Scanlan has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Stage Harbor Financial, LLC Employees
Jim Scanlan
Director of Business Development and Wealth Advisor
Needham, MA, US
Andre M. Fernandes
Principal and Senior Wealth Advisor
Mansfield, MA, US
MacLean Barach
Wealth Advisor
Boston, MA, US
Zack Davis
Wealth Planning Associate
Boston, MA, US
Nellie Lunny
Wealth Planner
Boston, MA, US
Joshua Devereaux
Wealth Planning Associate
Boston, MA, US
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