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

James Hastings
Director of Advisor Services, Lexington Wealth Management
Lexington Wealth Management
United States, Massachusetts, Natick
About Me
Profile Information
Director of Advisor Services, Lexington Wealth Management
Lexington Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Natick
Massachusetts
United States
Sep 6, 2024
More profiles to browse
JH
Jason Hastings
Senior Wealth Advisor
MT
Michael Tucci
CEO and Co-Founder
EZ
Elizabeth Zuik Lavoie
Senior Advisor, Wealth Advisor & Director
BL
Beth LePage
Managing Director of Finance
You Might Like
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc