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James Joyce

Consultant at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Self-Employed</span>
Intro Book
Financial expert with 13+ years of experience in consulting and financial planning.
  • Claim this Profile
Location
Needham, Massachusetts, United States...
Skills
  • Due Diligence
  • Investments
  • Business Strategy
  • Management
  • Strategic Planning
  • Show all
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Bio

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James Joyce is a seasoned financial professional with 13+ years of experience in consulting, investments, and financial planning. He holds a Juris Doctor degree from Vermont Law School and an MBA from Suffolk University, and is certified as a CPA and Certified Divorce Financial Planner. With expertise in due diligence, business strategy, leadership, and estate planning, Joyce has worked with various clients in need of financial guidance.

Credentials

  • Certified Divorce Financial Planner
    IDFA
    Sep, 2012
    - May, 2026
  • Juris Doctor
    Massachusetts
    Jan, 1980
    - May, 2026
  • CPA
    Massachusetts
    Jan, 1968
    - May, 2026

Experience

  • Self-Employed
    • Consultant
  • Self-employed
    • Consultant
      • Nov 2010 - Present
  • A.G Edwards/Wells Fargo
    • Wellesley, MA
    • Senior Vice President/Office Manager
      • Jan 1996 - Oct 2010
      • Wellesley, MA

      Assisting individuals with their financial planning (investments, insurance, estate planning, and tax planning).

  • Shearson Lehman
    • Broker
      • 1985 - 1995

      Assisting individuals with their financial planning (investments, insurance, estate planning, and tax planning).

Education

  • 1974 - 1977
    Vermont Law School
  • 1964 - 1967
    Suffolk University - Sawyer Business School
  • 1959 - 1962
    Suffolk University
  • 1957 - 1959
    Bentley University
  • 1954 - 1957
    Farmington High School, Connecticut

Suggested Services

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Industry Focus. “Financial Services”

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