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.

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®


Greenwich, CT

Out of the Office

James enjoys spending time with his kids and playing/coaching rugby.

Personal Quote

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

This website uses cookies. By accepting the use of cookies, this message will close and you will receive the optimal website experience. For more information on our cookie policy, please visit our Privacy Policy.