James Hastings, CFP®

“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.”

With over 20 years of experience in the financial services industry and as a CERTIFIED FINANCIAL PLANNER^® professional, Jimmy brings a deep commitment to helping individuals and families navigate their financial journeys with clarity and confidence.

As Director of Advisor Services and a Wealth Advisor at Lexington Wealth Management, Jimmy wears many hats: supporting practice-wide initiatives as part of our Executive Management Team, leading and mentoring a team of talented advisors, and working directly with clients to develop personalized strategies that help build and preserve wealth. He thrives at the intersection of strategic leadership and meaningful client relationships, helping to ensure our practice delivers positive client outcomes.

Before joining Lexington in 2011, he worked at BNY Mellon for four years and Liberty Mutual for two years. Jimmy graduated with a bachelor’s degree in computer science from Framingham State College in 2005 and completed his Certification of Financial Planning at Boston University in 2016.

Jimmy serves as a board member and treasurer of the finance committee of the Framingham State University Endowment Foundation, where he contributes to financial oversight and strategic planning to support their mission and community impact.

Outside of his professional and volunteer commitments, Jimmy enjoys spending quality time with his family, staying active through personal fitness, traveling, playing golf, and following sports. He is a co-founder of Five Star Flag Football summer camp held annually at Brandeis University, where he combines his passion for sports with youth development.