James Buzgo
Private Wealth Advisor - Managing Director @Ameriprise Financial Services, LLC
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WORK HISTORY
Private Wealth Advisor - Managing Director @Ameriprise Financial Services, LLC
Boston, MA, US
EDUCATION
Seton Hall University
Masters, International Business/ Economics & Finance
University of Rhode Island
Bachelor's degree, Civil Engineering
SKILLS
ABOUT JAMES BUZGO
HELPING YOU BRIDGE YOUR FINANCIAL CHALLENGES-With more than 19 years of experience in the financial service industry, I believe solving for complex wealth management needs requires a comprehensive approach that balances investment management, advanced planning and relationship management. As a former structural engineer, I know something about building safe and solid bridges to carry people to their destination. I use this background in my approach to designing financial strategies that provide clear passage to my clients\' goals. I help my clients simplify their financial challenges into logical, actionable and easy to understand solutions.After eight years with Merrill Lynch, then ten years at UBS, I joined Ameriprise in 2020 along with our Bridge Wealth Management team focusing on goals-based financial planning, asset allocation, discretionary portfolio management and retirement plan consulting. By working closely with many entrepreneurial clients, I understand the connections between business, wealth and family. That is why I help design highly personalized plans to bridge the gap from where they are and where they want to be. I strive for my clients to Be Ready, Informed, Dedicated, think Generationally, and Execute. I live with my wife and two daughters in Medfield.
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