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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

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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

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