Shepherd Financial Partners | James Lister
Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment.
Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment.
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James Lister

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James Lister

Wealth Advisor


Jim is an Independent Wealth Advisor with Shepherd Financial Partners serving families and clients to construct comprehensive financial plans for their future goals and aspirations.  For more than eight years as an independent financial professional, he has built relationships based upon integrity, trust, and a deep understanding of the challenges in today’s financial markets.

 

A life-long Boston resident, Jim enjoys donating his time to many community and non-profit organizations.  He is a board member of the Knights of Columbus, Charlestown, chairs the Ryan Morrissey Memorial Golf Tournament in Charlestown and is a member of the Bunker Hill Associates and the Girard School of Business at Merrimack College Mentoring Program.

 

Jim graduated from Merrimack College’s Girard School of Business and International Commerce with a BS in Finance in 2008.  He holds his Investment Company& Variable Contracts Ltd Representative (Series 6), General Securities Representative (Series 7), Uniform Securities Agent State Law (Series 63) and Uniform Combined State Law (Series 66) registrations with LPL Financial, LLC. He also holds his Life and Variable Insurance license with the Commonwealth of Massachusetts. He lives in Charlestown with his wife Brittany and sons James and William. Jim’s passions include golf, hockey, and spending time in his community with family and friends.