James Abbott | AIF®, PPC®

Vice President
Wealth Advisor

Jim Abbott, Accredited Investment Fiduciary (AIF) and Professional Plan Consultant (PPC), is a Vice President and Wealth Advisor with Claro Advisors where he is dedicated to helping his clients plan for their financial futures in a way that best meets their goals. Whether planning for retirement, saving for education, or looking to preserve and grow wealth, Jim is there to help.

Jim, an NHL draft pick by the Pittsburgh Penguins in 2000, graduated from the University of New Hampshire in 2003 with a Business Administration degree and went on to play professional hockey for several years before entering the financial services industry. Jim was with Wells Fargo Advisors in Boston before he made the decision to join Claro Advisors in October 2017.

Jim is an active member of his local community and is involved with several organizations, including The Friends of UNH Hockey, Reading Youth Hockey, The US Green Building Council and Associated Builders and Contractors. Jim enjoys teaching and coaching youth hockey in his free time, and resides in Reading, MA with his wife Suzanne and his two children, Riley and Nolan.

Claro Advisors, LLC
100 High Street, Suite 950
Boston, MA 02110

Phone/EFax (800) 604-2838

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Disclosure: Claro Advisors LLC ("Claro") is a Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in the Commonwealth of Massachusetts. Registration of an Investment Advisor does not imply any specific level of skill or training. Information contained herein is for educational purposes only and is not to be considered investment advice. Claro provides individualized advice only after obtaining all necessary background information from a client. This report is not a financial plan and is not intended as a solicitation or advice to purchase specific investments, but the information provided can assist you in evaluating your current financial situation and your ability to achieve your investment goals. Any projection of investment outcomes is hypothetical in nature, does not reflect actual investment results, and is not a guarantee of future results. Similarly, other information regarding various investment outcomes are hypothetical in nature, do not reflect actual results and are not guarantees of future results. The projections may not include all taxes applicable to your situation. Past performance is no assurance of future results. Investments may fluctuate and lose value, and unexpected market movements may result in changes in rates of return and anticipated performance. Claro does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation. Claro will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure") prior to commencing an Advisory relationship. Please contact This email address is being protected from spambots. You need JavaScript enabled to view it. or toll free at 800-604-2838 with any questions.

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