James J. Barrett V, CFP®, AIF® | Financial Advisor

James J. Barrett V graduated from Assumption College with a BA in Economics with a business concentration as well as dual minors in Finance and Management. He received his MBA in Economics and Financial Markets from Bentley University. While pursuing his MBA, Jay worked at Lexington Wealth Management.  Prior to joining Grimes & Company in 2015, he worked for Financial Foundations Inc. as an Associate Advisor. Jay is a CFP® (Certified Financial Planner ™) and an AIF® (Accredited Investment Fiduciary®).