James Lister
Wealth Advisor @Shepherd Financial Partners
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WORK HISTORY
Wealth Advisor @Shepherd Financial Partners
Charlestown, MA, US
Comprehensive financial planning for individuals and businesses-Small business retirement consulting-Pension design and review-Portfolio Review and Management-Retirement Planning-Education Planning and Funding-Life Insurance Planning-Tax Strategy-Business Planning
EDUCATION
Merrimack College
BS-Business Administration
SKILLS
ABOUT JAMES LISTER
Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment. We build our client relationships on the basis of mutual trust and communication. We strive to deliver exceptional service, standing by our clients as their needs and aspirations grow and change and we always go the extra mile to exceed our clients’ expectations. We conduct our business in a highly ethical manner and always put our clients’ needs first.Financial planning and investment advice offered through Shepherd Financial Partners, LLC, a registered investment advisor. Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Shepherd Financial Partners and LPL Financial are separate entities.For a list of states in which we are registered to do business, please visit Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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