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James F. Butler III
Individuals wanting an edge in their financial planning
decisions may find value in Jay’s broad perspective
and depth of knowledge. Those who choose to work with
Jay may benefit from his specialization in developing
strategies for the expansion, retention, and perpetuation
of their wealth.
Jay brings over 25 years of experience as both an
educator and a financial professional. He has been published
in the Boston Business Journal, the Boston
Women’s Journal, CPA Review, Metrowest Daily
News (Herald Media, Inc.) and has written for the
Boston Estate Planning Council.
Jay received his Bachelor of Arts Degree in Economics
from The University of Notre Dame. His accreditations
include Chartered Financial Consultant (ChFC), Chartered
Life Underwriter (CLU), Accredited Estate Planner (AEP),and
he is Certified in Long-Term Care (CLTC) Planning. Jay
is a Registered Representative with LPL Financial. He
serves on the Board of Directors for the Boston Chapter
of the Society of Financial Service Professionals. He
has also served on the Board of Directors of Charles
River Country Club in Newton, Massachusetts and is a
member of the Boston Estate Planning Council. Jay is
also listed in Who's Who in Finance and Industry.
Contact:
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