Ross James


Head of Financial Planning

Professional Experience

Ross joined Sentinel Benefits & Financial Group in 2011 as an Investment Consultant. Today, he oversees the Financial Planning team as VP, Personal Investment Services. He is a Registered Representative of Sentinel Securities, Inc. and an Investment Advisor Representative of Sentinel Pension Advisors, Inc.

Ross offers fee-based investment management and financial planning services to businesses, individuals and their families. He provides education and guidance to plan participants to help maximize their retirement benefits in an effort to become retirement ready. For institutions, he works closely with plan sponsors to help implement custom retirement programs and employee benefits packages and provide fiduciary governance.

Educational Background and Certifications

  • Connecticut College, New London, CT – Bachelor of Arts – Government with concentration in International Political Economy
  • Accredited Investment Fiduciary®,  AIF®
  • Qualified Plan Financial Consultant, QPFC
  • The Commonwealth of Massachusetts – Life, Accident and Health Insurance licenses
  • FINRA Series 7 & 66