James Valis

James Valis Work

Managing Partner and Wealth Management Advisor

@ Blackstone Valley Wealth Management, LLC.

Vice President Senior Account Executive

@ Fidelity Investments

Financial Planning Consultant

@ Fidelity Investments

James Valis Education

2006 - 2008 CERTIFIED FINANCIAL PLANNER™ in Financial Planning and Services

College of Financial Planning
2005 - 2007 Financial Planning Certificate Program in Financial Planning Executive Development Center

Bryant University
2003 - 2005 College of Financial Planning
2000 - 2002 Master of Business Administration (MBA) in Finance and Financial Management Services

Bryant University
1996 - 2000 Bachelor of Science (B.S.) in Business Administration and Management, General

Worcester Polytechnic Institute

James Valis Skills

Wealth ManagementInvestmentsRetirementRetirement PlanningStrategic Financial PlanningInvestment AdvisoryEstate PlanningMutual FundsFinancial PlanningPortfolio ManagementFinanceFinancial AdvisoryCertified Financial PlannerHigh Net Worth IndividualsAsset ManagementPensionsAsset AllocationIRAsETFsBondsFinancial PlannersFixed AnnuitiesPersonal Financial PlanningInvestment Strategies401kWealth Management ServicesTaxReal EstateAlternative InvestmentsRetirement Plan ConsultingCollege Savings PlansSocial Security LawStocksCDSCash ManagementFixed IncomeAnnuitiesOptionsInsurance PlanningTerm Life InsuranceLong Term CareMBA FinanceSeries 63 (Registration is held through LPL Financial)Series 7 (Registration is held through LPL Financial)401(k) Retirement Savings Plans

James Valis Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

Unlock James's contact information

Start with a $2.99 7-day trial — verified email & phone in seconds.

Frequently Asked Questions about James Valis

How can I contact James Valis?

You can reach James Valis via verified work email, personal email, or phone number — all available after sign-in. We provide professional and personal contact channels along with social profiles.

Where does James Valis work?

James Valis currently works at Blackstone Valley Wealth Management, LLC. as James Valis - Managing Partner and Wealth Management Advisor at Blackstone Valley Wealth Management, LLC..

Is the data on this page verified?

Yes — all profiles on WhiteBridge are sourced from publicly available data and continuously refreshed. Contact information is verified at the time of unlock.

Browse related