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    • Partners:
    • Christopher R. Connolly
    • Suzanne Conran
    • Steven H. Dubin
    • Christopher M. Duffy
    • Erik C. Hacker
    • Brian J. Hill
    • Thomas E. Hoffman
    • Merrie Leighton
    • Thomas J. McCarthy
    • Kevin A. Morse
    • Gerard T. Robinson
    • Associate Advisors:
    • Raymond Downs
    • James Shannon
    • Todd A. Bragg
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  3. James Shannon

James Shannon

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James Shannon
Associate Advisor
Phone: 
781-917-3776
Fax: 
781-325-1379
E-mail: 
jshannon@kafadvisors.com

 

Jim joined KAF Financial Advisors in September 2014. He previously worked at UBS Financial Services, where he also worked as a financial advisor to private wealth management clients.

Jim is a graduate of the McDonough School of Business at Georgetown University with a Bachelor of Science degree in Finance including studies abroad at the University of New South Wales in Sydney, Australia. He has since gone on to complete his CFP® certification to become a CERTIFIED FINANCIAL PLANNER™ professional. More recently, Jim earned the Accredited Investment Fiduciary® designation from the Center for Fiduciary Studies®, the standards-setting body for fi360. He is a registered representative and investment adviser representative.

He and his wife Katie have one daughter and live in Hanover, MA. He is an avid fan of his beloved Georgetown Hoyas and proudly supports all Boston teams.

 

For more information, please visit KAF Financial Advisors, LLC at www.kaffinancialadvisors.com

 

KAF Financial Advisors, LLC is independent from and not affiliated with Lincoln Investment and Capital Analysts.

Our Advisors

  • Partners:
  • Christopher R. Connolly
  • Suzanne Conran
  • Steven H. Dubin
  • Christopher M. Duffy
  • Erik C. Hacker
  • Brian J. Hill
  • Thomas E. Hoffman
  • Merrie Leighton
  • Thomas J. McCarthy
  • Kevin A. Morse
  • Gerard T. Robinson
  • Associate Advisors:
  • Raymond Downs
  • James Shannon
  • Todd A. Bragg
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Capital Analysts of New England and the firms below are independent and not affiliated.

Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.finra.org, www.sipc.org, www.lincolninvestment.com.

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