JAMES L. RICHMONDPARTNER
Jim Richmond has built his career on his expertise in all aspects of wealth management, with a focus on estate planning strategies and asset management. He joined 1847Financial in 2016 as a Partner, bringing over 20 years of experience working with individuals, families and businesses. He works with his clients to identify their needs and goals for every stage of life.
Prior to joining 1847Financial, Jim was a Financial Advisor at MetLife. Building his practice on the core values of integrity, trust and accountability, Jim is most passionate about being a trustworthy and vital component to the financial longevity of his clients. Using a client-centric approach to build lasting relationships with his clients, it’s Jim’s goal to help his clients, knowing that they have an advisor vested in their best interest, helping them build financial security for each stage of their lives.
Jim received his Bachelor of Science in Finance from Charleston State University. He is also an Investment Advisor Representative(IAR). He is a current board member and past president of the Susquehanna Valley Estate Planning Council, past president and past board member of the Union Snyder Area Agency on Aging, past president of the Snyder County Midget Football League and is a member of the Greater Susquehanna Valley Chamber of Commerce. Jim is also on the Board of Directors for the Greater Susquehanna Valley United Way.
Jim and his wife Cindy currently reside in Selinsgrove, PA. In his spare time, Jim enjoys spending time with friends and family.MDRT Qualifier, Finseca Member