James T. Sears, APMA®
Login to view DISC.James T. Sears is the Chief Operating Officer and a Financial Advisor at Sears Advisory Group, a practice of Ameriprise Financial. An Accredited Portfolio Management Advisor℠ and graduate of Trinity College-Hartford, he focuses on personalized financial advice, including retirement income strategies and intergenerational planning, to help clients achieve their long-term goals.
Based on his professional focus, James is likely passionate about helping families secure their financial futures across generations. He is interested in connecting with people to understand their goals and help them feel more in control of their financial lives, demonstrating a commitment to building lasting client relationships.
He has a dual expertise in both client-facing financial advising and the internal operations of a financial planning practice.
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