ADVISOR BIO

James Massey is a financial advisor registered in the United States. James has been in the securities industry since 2003. James is currently affiliated with Morgan Stanley. James is also affiliated with several other firms. James is registered in 55 states as a broker and investment advisor. James also holds Series 7, 63, 66 and SIE licenses.

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ADVISOR BIO

James Thomas Palermo is a Certified Financial Planner and a Chartered Financial Analyst. James is registered with Chicago Partners Investment Group LLC and has been in the industry since November 1991. James has experience working with high-net-worth individuals, charitable organizations, and pooled investment vehicles. James specializes in providing financial planning, portfolio management, and selection of other advisors. He has worked for Chicago Equity Partners, Chicago Partners Investment Group and Retirewise CFP.

SPECIALIZATIONS

ADVISOR BIO

James Joseph Ertmann is a financial professional with over 25 years of experience in the industry. He has held positions at several leading financial institutions including Goldman, Sachs & Co., Bear, Stearns & Co. Inc., Lehman Brothers Inc., and Barclays Capital Inc. James is currently a Registered Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. He serves a wide range of clients including individuals, high-net-worth individuals, corporations, and charitable organizations. James specializes in portfolio management, financial planning, and pension consulting. He is licensed to provide investment advisory services in multiple states.

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ADVISOR BIO

James Kelly is a financial advisor registered with UBS Financial Services Inc. James Kelly's career in the financial industry began on March 23, 2001. James Kelly has worked for Credit Suisse Securities (USA) LLC and Citigroup Global Markets Inc. James Kelly is currently registered in 30 states. James Kelly has passed exams covering a variety of securities, and is licensed to offer financial services to a wide range of clients, including high-net-worth individuals, corporations, and institutional clients. James Kelly is an advisor for UBS Financial Services Inc. and has been affiliated with the firm since March 2016.

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ADVISOR BIO

James Fitzgibbon is a financial advisor with over 10 years of experience in the financial services industry. James is a Certified Financial Planner and is currently registered with Raymond James & Associates, Inc. in Illinois. James has held previous positions with WADDELL & REED, AMG National Bank & Trust, City of Chicago- Chicago Fire Dept, and DePaul University. James is also an Associate/Employee with City of Chicago- Chicago Fire Dept. James has a wide range of experience in financial planning, portfolio management, and other investment-related services. James is dedicated to providing clients with personalized financial advice to help them reach their financial goals.

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ADVISOR BIO

James Doherty Vermillion is a financial advisor at Robert W. Baird & Co. Inc. James has been in the industry since March 1, 1982, and is registered with FINRA and the state of Florida, Illinois, Texas, and Wisconsin. James holds the Series 7, 63 and 65 licenses. James is also a registered investment advisor in Florida, Illinois, Texas, and Wisconsin. James's firm, Robert W. Baird & Co. Inc. provides a range of investment advisory services, including portfolio management, financial planning, and pension consulting.

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ADVISOR BIO

James Alverson is a financial advisor with William Blair, a firm headquartered in Chicago, Illinois. James has been a financial advisor since 2003 and is a Series 7, Series 66, and Series 7TO licensed financial advisor. James has worked in the financial services industry since 2013. Prior to working with William Blair, James worked at TIAA in Saint Louis, Missouri. William Blair provides a wide range of advisory services including, but not limited to, portfolio management, financial planning and selection of other advisors. William Blair specializes in providing investment advice to corporations, high net worth individuals, individuals, other investment advisers, and pooled investment vehicles.

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ADVISOR BIO

James R Wesner is a financial professional with over 20 years of experience in the financial services industry. James is currently registered with Marquette Associates, Inc. as an Investment Advisor Representative and is licensed as a Series 7 and Series 63 licensed individual. James has previously been associated with BANC OF AMERICA SECURITIES LLC and NUVEEN INVESTMENTS, LLC. James's background includes experience with Marquette Associates, Inc. and is a Chartered Financial Analyst. James specializes in providing investment advice to corporations, government entities, individuals, and pension and profit sharing plans.

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ADVISOR BIO

James Paul Sioris is a financial advisor who has been working in the industry since 2003. James has a Series 7, 65, and 66 license. James has been registered with Cresset Asset Management, LLC since June 2022. Prior to that, James was registered with FELTL & COMPANY from 2003 to 2006. James has specialized in working with high-net-worth individuals, charitable organizations, corporations, and pooled investment vehicles.

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ADVISOR BIO

James Brandon Sorrell is a financial advisor registered with Morgan Stanley. James has been in the industry since June 1998. James holds the following licenses: Series 63, Series 65, Series 7, and SIE. James is licensed in Alabama, Alaska, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Maryland, New Jersey, New York, North Carolina, Texas, and Wisconsin. James is also registered with the Securities and Exchange Commission (SEC).

SPECIALIZATIONS