James Shannon

Phone: 781-917-3776
Fax: 781-325-1379
Email: jshannon@kafadvisors.com

Jim joined KAF Wealth Management 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 Wealth Management at www.kaffinancialadvisors.com

KAF Wealth Management is independent from and not affiliated with Lincoln Investment and Capital Analysts.