James Jay Duffy
Financial Planner, Managing Partner at Frame Wealth Partners
- Role
- Financial Planner, Managing Partner at Frame Wealth Partners
- Location
- Baltimore City County, MD, US
- LinkedIn followers
- 500 followers
About James Jay Duffy
Frame Wealth Partners was born from a simple yet revolutionary idea: people deserve…
Experience
Financial Planner, Managing Partner
Dec 2023 — Present
Frame Wealth Partners was born from a simple yet revolutionary idea: people deserve smarter, personalized financial planning, not just product sales. We believe in delivering advice that truly adds value to your life, all wrapped up in an experience that’s as unique as you are.From our roots within the prestigious Prudential firm to our independent venture, Frame Wealth Partners has always been committed to setting a new standard in financial advice. For over 30 years, our seasoned team has worked diligently to provide an advice-driven approach that sets us apart.To learn more about how Frame Wealth Partners can redefine your financial landscape visit our website - Duffy is a Financial Planner with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial. LPLE and LPL Financial are not affiliated with Frame Wealth posts found on this profile don’t reflect the views of LPL Enterprise and haven’t been reviewed by LPL Enterprise as to accuracy or completeness. The financial professionals associated with LPL Enterprise may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Frame Wealth Partners and its representatives do not render tax or legal advice. Please consult with your own advisors regarding your particular situation.
Education
Mount Saint Mary's College
Bachelor's degree, Business
2000 — 2004
CFP Board
CERTIFIED FINANCIAL PLANNER™ Professional
2021
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