PARTNER, WEALTH MANAGEMENT
James Abraham joined Platinum Wealth Partners in April of 2014. He has a profound knowledge of the industry and has provided his clients with a top level of service. He most recently worked at Merrill Lynch Smith Barney as a Senior VP for 10 years and Lehman Brothers. James obtained a degree in Business Administration from Babson College in Wellesley, MA. After graduating, he obtained his Series 1, Series 63 and PC licenses.
Your Platinum Wealth Partners Advisor provides access to some of the broadest ranges of investment and risk management platforms in the industry, including mutual funds, annuities, life insurance, 401K and portfolio services. There is no special incentive for the Advisor to choose one product over another beyond their belief that it is the most appropriate investment for their clients. At Platinum Wealth Partners, the power of independence means that your financial advisor is able to make the best possible recommendation with only your best interests at heart.
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