James Kennedy

James enjoys providing clients with personalized “white glove” service as he would his own family. He began his financial services career in 2015. Prior to joining Mercer Advisors in 2025, James gained experience in diverse and multiple roles at firms including Wells Fargo Advisors and The Ayco Company, L.P. He majored in business administration, management, and finance at the College of Saint Rose in Albany, New York, graduating Summa Cum Laude. He is Series 66 licensed, and also holds New York life, accident, health, and variable annuity certifications. James grew up and resides in Halfmoon, New York. In his free time, you can find him tackling challenges around the house he owns, spending time with family, or going to the gym.