James E. Curran is a veteran Wealth Advisor who advocates for the clients he serves. James began his career over seventeen years ago with the goal of enhancing the financial advisory experience by listening, learning and building a plan of action for clients tailored to help them pursue their financial goals.
James has a pragmatic approach to investment advice and financial planning which allows him to partner with his clients, many of whom have a myriad of challenges to address over a finite timeline. His ability to assist in the financial prioritization process, based on his experience sets him apart from others in the industry. Prior to aligning with LPL Financial and Northstar Wealth Partners in the independent channel, James spent six years as a Senior Wealth Advisor with Merrill Lynch. Before that he was affiliated with Smith Barney where he began his career, served as a Second Vice President, Financial Planning Specialist and a two-time Blue Chip Council member.1
LPL Financial is one of the leading financial service companies and the largest independent broker/dealer in the nation, representing more than 14,000 independent financial advisors across the country.* As a registered representative with LPL Financial, James is free to choose the products and services that address his client’s needs. This commitment to objective advice helps preserve the integrity of James’ investment advice. His affiliation with Northstar Wealth Partners further enhances the resources and spectrum of strategies his clients enjoy.
James resides in West Hartford with his wife Maureen and his two daughters. In his free time James enjoys outdoor activities with his family, coaching youth lacrosse and fly fishing.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Northstar Wealth Partners, a Registered Investment Advisor and a separate entity from LPL Financial
1 Years 2006 and 2007
*As reported by Financial Planning Magazine, June 1996-2016, based on total revenue