Jim Scanlan's Location
Boston, Massachusetts, United States
Jim Scanlan's Work
- Director and Senior Financial Advisor @ Apella Capital
- Director and Planning Officer @ Washington Trust Wealth Management
- Partner @ The Patriot Financial Group
- Managing Partner @ New England Financial
Jim Scanlan's Education
- Stonehill College
Bachelor of Science in Business Administration (Finance)
1979 - 1983 - Boston College
Jim Scanlan's Skills
- Estate Planning
- Securities
- Wealth Management
- Retirement Planning
- Investments
- Retirement
- Asset Management
- Finance
- High Net Worth Individuals
- Strategic Financial Planning
Jim Scanlan's Summary
Jim Scanlan, based in Boston, Massachusetts, United States, is currently a Director and Senior Financial Advisor at Apella Capital, LLC, bringing experience from previous roles at Washington Trust Wealth Management, The Patriot Financial Group and New England Financial. Jim Scanlan holds a 1979 - 1983 Bachelor of Science in Business Administration in Finance @ Stonehill College. With a robust skill set that includes Estate Planning, Securities, Wealth Management, Retirement Planning, Investments and more, Jim Scanlan contributes valuable insights to the industry. Jim Scanlan has 1 email on RocketReach.
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