CoverProfile

James Hastings

Director of Advisor Services, Lexington Wealth Management

Lexington Wealth Management

United States, Massachusetts, Natick

About Me

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

View more

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

Profile Photo
Mark Carley
Managing Director
JH
Jason Hastings
Senior Wealth Advisor
EZ
Elizabeth Zuik Lavoie
Senior Advisor, Wealth Advisor & Director
Profile Photo
Kristine Porcaro
President, Co-Founder

You Might Like

LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
JM
Justin Molina
Manager, Client Services
Wall Private Wealth
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc