Ross James

CFP®, AIF®, QPFC

Senior Vice President, Wealth Management

Professional Experience

With well over a decade in the industry and many years as a Certified Financial Planner™, Ross has a wealth of experience guiding individuals, families and businesses to become financially fit. In his role, he personally coaches clients all over the country on a myriad of financial planning topics and mentors younger colleagues across Sentinel’s offices.  

Ross believes financial planning is the key to helping individuals and families lead awesome lives and accomplish their goals. Having navigated the complex world of finances himself, he simplifies key topics in a way anyone can understand.

Fun fact about Ross: When he was younger, he played college hockey!

Educational Background and Certifications

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

Hometown

Charlestown, MA

Out of the Office

Ross can be found at his family's lakeside cabin in Maine, spending quality time with friends on a beach somewhere in New England, or walking his favorite pal, Sweet, the family chocolate lab. In a former, more athletic life, Ross played hockey in college and still tries to get out on the ice when he can.

Check the background of this investment professional on FINRA's BrokerCheck.

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.