Meet James Werner
James began his career in the financial services industry in 2018. He uses his background in customer service to support the team in helping clients fulfill their life time goals. James graduated from Bryant University with a Bachelor of Science majoring in Finance with minors in Economics and Communication. During his time at Bryant University he was a member of the Men’s Lacrosse team. James holds the FINRA Series 65 license.
Ready to learn more?

Explore More

Tax Planning
Is Social Security Taxed in 2026? What Retirees Need To Know About New Rules
December 18, 2025