James Garabedian*

Jim Garabedian is passionate about helping clientele achieve what is most important to them by listening to their goals and implementing strategies that make sense. He also loves helping his advisors create a vision for their future and build a process for them to achieve what is most important.

Jim has over twenty years in the financial service industry. He focuses in small to mid-sized business owners/executives and high end sales professionals with insurance, estate, and succession strategies. Prior to financial services, he worked in the banking and money management industries. 

“I enjoy working with newer advisors by helping them navigate a financial road map for closely held business owner market.” 

He is originally from Boston, MA. He loves spending time with wife Dina, and three children, Sam, Katie, and Nathan. Outside of work he loves watching sports, traveling to new places, and celebrating life with friends and family.