Head of Wealth Management
Jim is Head of Wealth Management for SageView Advisory Group, driving the firm’s organic growth by directing the firm’s overall wealth management strategy and managing the development and implementation of a full-service advisory platform, including design, product development, pricing, promotion and training.
Based in Boston, MA, Jim also oversees SageView’s national team of advisors and financial planners, with a focus on sales and relationship management, strategic planning and setting a vision for the firm’s wealth management practice. As a key member of SageView’s Executive Team, Jim owns and delivers the firm’s value proposition to M&A prospects and existing advisors to ensure organic and inorganic growth.
Jim joined SageView in 2022 with over 20 years’ of executive leadership experience in financial services. Most recently, Jim was Managing Director – Head of Product Management & Strategy at TD Ameritrade Institutional leading an organization of over 100 associates and supporting the business growth and client experience objectives for many of the most successful and rapidly expanding independent RIA firms in the country. Before that, Jim was Executive Vice President, Relational Management, Institutional Wealth Services at Fidelity Investments.