CFP®
Wealth Advisor, Managing Director
With over 20 years of experience in the financial services industry and as a CERTIFIED FINANCIAL PLANNER® professional, Jimmy brings a deep commitment to helping individuals and families navigate their financial lives with clarity and confidence.
As a Senior Wealth Advisor at Hightower Signature Wealth (formerly Lexington Wealth Management), he partners directly with clients to design personalized strategies for building, preserving, and transferring wealth. Jimmy thrives at the intersection of strategic leadership and meaningful client relationships, helping ensure the practice consistently addresses clients needs.
Throughout his career, he has specialized in tax‑efficient investment management, comprehensive financial planning, retirement strategies, estate and gift tax minimization, and multigenerational wealth management for high‑net‑worth individuals and families. He believes in a collaborative, education‑first approach that empowers clients to make informed decisions aligned with their goals and values.
Before joining Hightower Signature Wealth (formerly Lexington Wealth Management) in 2011, Jimmy worked at BNY Mellon for four years and Liberty Mutual for two. He earned a bachelor’s degree in computer science from Framingham State College in 2005 and completed his Certification in Financial Planning at Boston University in 2016.
Jimmy serves as a Board Member and Treasurer of the Finance Committee for the Framingham State University Endowment Foundation, contributing to financial oversight and strategic planning to advance the foundation’s mission and community impact.
Outside of his professional and volunteer commitments, Jimmy enjoys spending quality time with his family, staying active through personal fitness, traveling, playing golf, and following sports. He is also the co‑founder of the Five Star Flag Football summer camp held annually at Brandeis University, where he combines his passion for sports with a dedication to youth development.