James Keefe

James Keefe

Advisor Support Associate

My Philosophy

My goal is to always demonstrate honesty and integrity while cultivating genuine and lasting relationships built on trust. The world of finance is vast and complex and my main objective is to break it down into easily understood and useful pieces for my clients benefit. With pertinent information and practical advice regarding their finances as well as clearly outlined steps to take toward reaching their financial goals, my clients feel secure. The real benefit is the confidence and peace of mind my clients feel having converted their good intentions and knowledge into appropriate expectations and actions.

My Specialties

  • Wealth Management for families and individuals
  • Financial Planning
  • Investment Management
  • Tax & Estate Planning
  • Retirement Plans

My Interests

  • My family - my college sweetheart, turned wife, Hadley and I have been married for 8 years, we have 2 beautiful daughters. I am also the middle child of 11 children and love spending time with my parents, siblings, and 26 nieces and nephews.
  • I love to play and watch basketball - I root for the Providence College Friars, the Boston Celtics and am happy to be on the Kings bandwagon.
  • Music - a lifelong singer and performer, my favorite accompaniment is my youngest brother, Paul on the piano.
  • Being Outdoors - walking, hiking, running, biking and playing at the park with my girls.

My Qualifications

  • BA in American Studies, Providence College (2006)
  • Series 65
  • Actively pursuing CFP designation

My Experience

  • 2019 - present Genovese Burford & Brothers
  • 2016-2019 - Polaris Greystone Financial Group (Wealth Advisor, Bay Area)
  • 2014-2016 - Balanced Rock Investment Advisors (Wealth Advisor/COO, Boston, MA)
  • 2013-2014 - Centinel Financial Group (Financial Representative, Greater Boston, MA)
  • 2010-2013 - St. Sebastian's School (Theology & Science teacher, Soccer, Basketball & Lacrosse coach, Needham, MA)
  • 2007-2010 - CB Richard Ellis (Tenant Coordinator, One Beacon Street, Boston, MA)

 

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*Not registered with Royal Alliance Associates, Inc. and Genovese Burford & Brothers Asset Management.

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