James F. Butler III
Individuals wanting an edge in their financial planning decisions may find value in Jay’s broad perspective and depth of knowledge. Those who choose to work with Jay may benefit from his specialization in developing strategies for the expansion, retention, and perpetuation of their wealth.
Jay brings over 35 years of experience as both an educator and a financial professional. He has been published in the Boston Business Journal, the Boston Women’s Journal, CPA Review, Metrowest Daily News (Herald Media, Inc.) and has written for the Boston Estate Planning Council.
Jay received his Bachelor of Arts Degree in Economics from The University of Notre Dame. His accreditations include Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). Jay is a Registered Representative with LPL Financial. He has served on the Board of Directors for the Boston Chapter of the Society of Financial Service Professionals. He has also served on the Board of Directors of Charles River Country Club in Newton, Massachusetts and has been a member of the Boston Estate Planning Council. Jay is also listed in Who's Who in Finance and Industry.
Guided Wealth Portfolios
Guided Wealth Portfolios, together with my guidance, offers you digital investment solutions designed to help you reach your financial goals.
CLICK HERE FOR MORE INFORMATION
Return to Advisor Directory