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Cary James, CPWA®, CRPC™

Managing Director, Wealth Management Advisor, Sports & Entertainment Advisor

Cary James, CPWA®, CRPC™, is a dedicated professional helping clients navigate the complexities of their financial lives.

With a focus on clients' priorities including family, community, professional interests, health, and leisure, Cary James aims to provide excellent financial guidance and results.

Holder of the Certified Private Wealth Advisor® (CPWA®) and Chartered Retirement Planning Counselor™ (CRPC™) designations, Cary James is committed to delivering trusted, quality advice and strong advocacy for clients' interests.

Recognized for expertise in the industry, Cary James was named to the Forbes/SHOOK's 'America's Top Next-Generation Wealth Advisors' list in 2017 and 2018, as well as the Forbes 'Best-in-State Next-Generation Wealth Advisors' list in 2019.

Cary James completed a Bachelor's Degree at Boston University and served as a Wealth Management Advisor, Managing Director at Merrill Lynch Wealth Management.

With a mission to collaborate with clients and families to organize, educate, advise, and execute their financial affairs, Cary James strives to help clients achieve their life goals.

Highlights

Aug 15 · linkedin

Don't wait until the last minute to consider potentially important legal, financial and healthcare matters for students heading off to college. Learn more in this new report.

Aug 7 · linkedin

Turning 65 is cause for celebration – and a time to make several important decisions. As you prepare for this milestone, this list can help you plan for the next steps in your financial journey.

Cary James, CPWA®, CRPC™
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Location

New York, United States