I am fortunate. I get to wake up, wish "good morning" to my wife and two children, make a short drive to the office from our home, and then go to work for the clients I've met over the last 18 years. It is a pleasure and privilege to work together tailoring strategies to help clients achieve what is important to them. I owe Mr. Jones, Ted Jones and our firm a debt of gratitude for that.
If you were to ask, most clients are those approaching or are in retirement or family business owners and professionals. Most have often saved and invested prior to meeting me, but desire someone to bring it all together for them while working collaboratively with their CPA or attorney.
I attended Notre Dame and Loyola of Chicago and I value my friendships in the Midwest, but I'm still local to the core. I grew up in Torrington and Harwinton. I've had opportunities to serve others as a former board of finance member for the City of Torrington, a former trustee for Litchfield Montessori School, and a fourth-grade boys' basketball coach just this past year. My wife, Rosie, and I are active in the Notre Dame Club of Greater Hartford, where she serves as the secretary. As you'd guess, we are fans of the Irish (while still cheering for our Huskies when they are not playing each other).
My Senior Branch Office Administrator, Julie Lopez, has worked for Edward Jones for over 13 years. She always strives to be available and helpful to our clients, so that you are comfortable and confident with our guidance. Together, we work hard to provide excellent service to you. We value the relationships we have built over many years and I look forward to the opportunity to create a similar relationship with you. I encourage you to schedule a complimentary conversation to discuss what's important to you and how we work with our valued client families.
I consider it a privilege to serve our clients and look forward to continuing that tradition with you.
- Retirement Income Strategies
- Retirement Savings Strategies
- Divorce Finances
- Estate & Legacy Strategies
- Wealth Strategies
Phone NumberJames Zeller at (860) 283-5063
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