Wealth Advisory Team
James Lister
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James Lister
Wealth Advisor
Born and raised in Medford, Jim has been a lifelong resident of the Boston area. He graduated from Merrimack College’s Girard School of Business and International Commerce with a BS in Finance in 2008. Jim has been with Pinnacle Private Wealth since January 2011. He specializes in comprehensive wealth planning for a select group of clients. He holds his Series 6, 7, 63 and 66 licenses with LPL Financial as well as his Life Insurance license. Prior to becoming a Financial Advisor at Pinnacle Private Wealth, Jim was a Registered Representative with a private investment company out of New York. There he also held the role of a supervisor for their Boston division. Jim devotes most of his time to developing strong relationships with his clients in order to gather a better understanding of their financial goals and aspirations. He focuses his efforts on creating and preserving wealth through extensive research and proper asset allocation.
Jim resides in the Boston area and is engaged to be married in the fall of 2012. His passions include Golf, Mountain Biking, Hockey, and spending time with family and friends. He is also an avid supporter of the Boston Bruins. In his spare time he volunteers for the Girard School of Business Mentoring Program.