James A. Nylund, CFP®

James A. Nylund, CFP®

Vice President, Wealth Manager, Partner

James serves as a trusted advisor to select individuals and families striving to build, manager, and protect their wealth. He takes pride in his ability to communicate clearly with clients, happy to explain concepts, products or strategies being utilized. As a CERTIFIED FINANCIAL PLANNERTM professional, his work with clients covers a wide scope of wealth management topics including such "tangential" issues as tax-efficiency, Health Savings Accounts, life insurance, long-term care insurance, and annuities. Together with his teammate and partner, Ralph C. Good, III, CFP®, and backed by the deep resources provided by Raymond James and Steward Partners, James is well-equipped to provide cost-effective and thoughtful counsel to his clients. As a fiduciary, his recommendations will be objective and in your best interest. 

Committed to his advisory practice, James regularly reads and advances his education, putting in the effort to stay sharp vis-à-vis market movements and opportunities. He believes that a sound financial plan should be based on tried and true strategies married with ongoing research and consideration not only of changing capital market assumptions but also the landscape of ever-evolving financial products. 

James graduated from Bowdoin College in 2006, where he was fortunate enough to meet his wife, Emily. They live in an old Victorian home in Portland, Maine and are enjoying raising their little boy, Elliot. In James's spare time, he enjoys music, tennis, soccer, hot yoga, cooking, and the great outdoors. 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Phone (207) 517-7757