James Farrelly
Senior Director, Wealth Management
James champions clients to succeed in their financial decisions, helping to create and implement strategies designed to grow their financial wealth with minimal risk exposure.
In his more than two decades of confidently serving individuals and families, James has seen that clients are served best by implementing personalized plans created to achieve their financial goals.
James listens to his clients to understand their goals and expectations, helps them understand the market, and then creates plans to inspire and maximize their choices. Specializing in retirement income streams and investment portfolios, James helps clients navigate essential funding and discretionary expenses to preserve wealth, and guides them through estate planning and complex administration strategies to create generational wealth opportunities.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS
- Insurance licenses
- Elkhart Estate Planning Council
EDUCATION
- Bachelor of Arts, Benedictine University; Lisle, Illinois
