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James W. Diamond, CLU®, ChFC®

James W. Diamond, CLU®, ChFC®

Vice President, Secretary

 

James W. Diamond, CLU®, ChFC®, is the Vice President & Secretary of Legatus Wealth. Responsible for working with clients to develop wealth management strategies, and researching, analyzing, and constructing client portfolios, Jim is a knowledgeable, dedicated professional with over 30 years of experience in financial services. He provides advice on all financial matters, as he believes the fundamental purpose of financial advice is to help clients achieve their goals and live better, happier lives.

 

Before he began working in the financial services industry Jim worked in government for the City of Providence, RI and the State of Rhode Island. He earned his Bachelors of Arts in East Asian History with high honors, and his Masters of Arts in European Diplomatic History from Michigan State University, before going on to obtain the Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC®) designations. Jim’s ability to select the product that will best help each of his clients achieve their specific goals sets him apart, while his deliberate, comprehensive approach and his passion for increasing financial literacy makes him a valued partner for people from all walks of life.

 

Originally from Milford, TX, Jim now lives in Portsmouth, NH with his wife Barbara. Jim enjoys spending time with the rest of his family, including daughters Virginia and Mary, stepdaughter Katherine, stepson David, and their poodle, Majessa Spirit of Mahalo. When he is out of the office, Jim enjoys reading a good book and travelling. He is a member of the Society of Financial Services Professionals, the Estate Planning Council of Rhode Island and is a 4th degree Knight of Columbus.