Jim Carney grew up locally—in Waterford—and attended the University of Connecticut, where he received his bachelor's degree in finance. Jim knew when he purchased his first stock at age 14 what career path he would take, and he has been in the financial services industry for more than 16 years. He has worked for several financial services firms. After nine years as a financial advisor with the investment division of a large commercial bank, Jim decided to fulfill his dream of starting his own firm. He wanted to offer independent research and guidance, an expanded and extensive offering of financial products, and top-notch personalized service.
Jim has FINRA Series 6, 7, 24, 63, and 65 securities registrations and is registered in Connecticut, Florida, Massachusetts, New York, New Jersey, Rhode Island, Virginia, and Washington. In addition, he has life, health, and variable products licenses through the state of Connecticut. He is also an Investment Adviser Representative registered with Commonwealth Financial Network®, and a Registered Investment Adviser, offering advisory services to clients.
Jim lives in Mystic, Connecticut, with his wife, Lisa, and their four children, Matthew, Nicholas, Ryan, and Rachel.
When Jim is not working, he enjoys spending time with his family, boating, skiing, and an occasional round of golf.