James Nylund
Director - Wealth Manager - Partner @Steward Partners
Portland, ME, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Mar 2025 — Present
Director - Wealth Manager - Partner @Steward Partners
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Portland, ME, US
EDUCATION
2002 — 2006
Bowdoin College
B.A., English, Music
2015 — 2016
Bryant University
Financial Planning Certificate Program, Financial Planning
SKILLS
InvestmentsRetirement PlanningDisability InsuranceRetirementEquity TradingFixed IncomeEtfsLong Term Care InsuranceGifting StrategiesAsset AllocationMutual FundsRisk Management401k RolloversIrasLife InsuranceWealth Preservation Planning529 PlansEstate Investment Planning401k PlanningVariable AnnuitiesRetirement Income Strategies
ABOUT JAMES NYLUND
I grew up in fast-paced New Jersey as the middle child in a competitive yet compassionate…
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