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“I believe we can make a positive difference in the lives of our clients’ families by helping them achieve and maintain financial independence while navigating life’s numerous competing goals.”
As a Senior Wealth Advisor at Lexington Wealth Management, Jimmy is passionate about helping his clients invest — and stay invested — in the often-turbulent markets. He takes great pride in developing the right plan for each of his clients. Jimmy believes in taking the “Jerry Maguire” approach: fewer clients, more high-touch personalized service and striving to open a dialogue to the five percent that really matters most.
Jimmy brings 16 years of industry experience. Prior to joining Lexington in 2011, he worked at BNY Mellon for four years and Liberty Mutual Insurance for almost two years. He graduated with a bachelor’s degree in computer science from Framingham State College in 2005. He completed his Certification of Financial Planning at Boston University in
Jimmy is currently the treasurer on the board of directors for the
Framingham State University Endowment Foundation, as well as chairman of the finance committee. He is also the coordinator of youth ministry at St. Paul
Church in Wellesley. When not working, Jimmy enjoys spending time with family,
personal fitness, traveling, golf and sports.
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Lexington, MA 02421
Phone: (781) 860-7745
Fax: (781) 207-0253
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