James Dailey


Senior Financial Wellness Educator

Professional Experience

James joined Sentinel Group in 2013 as an Investment Consultant. He is a Registered Representative of Sentinel Securities, Inc. and an Investment Advisor Representative of Sentinel Pension Advisors, Inc.

James offers a number of financial planning services to clients, ranging from saving for education to planning for retirement, and is enthusiastic about helping clients identify, plan for and achieve their financial goals.

I enjoy making a difference in clients’ lives by helping them understand their financial needs and giving them the tools to satisfy those needs.

Educational Background and Certifications

  • University of Vermont, Burlington, VT – Bachelor of Arts – Political Science and French
  • New York State Department of Finance – Life, Accident & Health Insurance licenses
  • FINRA Series 7
  • NASAA Series 66
  • Accredited Investment Fiduciary®, AIF®