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James Cote, MBA*

James Cote, MBA*

Financial Advisor

As a financial advisor with Concord Wealth Management, Jim helps his clients prepare for a secure financial future with strategies that are focused on individual needs. Jim has been in the financial services industry for more than 20 years and specializes in the areas of insurance, estate planning, and retirement planning. Prior to joining Concord Wealth Management, Jim worked with MetLife in their management training program, where he was responsible for many successful recruiting efforts. He served in the U.S. Marines before moving to Massachusetts, and established a successful military career, earning three meritorious promotions. Jim completed two competitive Marine Corps college programs and obtained his Associate’s, Bachelor’s, and Master’s degree while in the service. His Bachelor’s degree was conferred by Worcester State University, and his MBA by Mary Washington University. Jim is very involved in the community as an elected City Councilor, and a member of numerous charitable Boards. Jim resides in Newton, Mass. with his wife, Albie, children and grandchildren.

Interested in learning how I can help you take control of your financial future? Come in for a complimentary meeting to discuss your financial goals. Please complete this form and I will get in touch with you shortly.