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James joined Ameriprise as a Financial Planning Specialist in April of 2024. James is a graduate from Bentley University where he majored in Finance with a concentration in Financial Planning and played on the Men's Varsity Soccer team. James currently assists Martin with day-to-day tasks and is studying towards becoming a fully licensed Financial Advisor.
SIE
Producer's Life and Health Insurance
Nick is a rising senior at Bryant University studying Finance. Nick is very interested in research and eager to apply what he has learned in class to his role as an intern. Data-driven, Nick’s role is to provide advisors with in-depth analysis of current market trends.
Bloomberg Market Concepts
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