Meet Our Team

 

	James D. Crosson Financial Consultant James Crosson is a veteran in the financial services industry with more than 27 years of experience in the field.  He grew his business over the last 27 years teaching investment courses at the University of Massachusetts, Bristol Community College and Bridgewater State College.  He is no longer able to teach those courses due to time constraint.  He understood back then the importance of an education workshop to understand the complex world of finance.  Making informed decisions based on knowledge is always the best way to go.  In fact, Jim knows how important these factors are in everyday life. It is because of this that Jim built the classroom of his dreams called The Conference Center.  He now holds numerous client events to explain the what, why and where of investments to his clients and their friends.  For a closer look at the conference center you can go to www.theconferencemeeting.com.   Jim specializes in retirement and tax planning for retirees, business owners, and successful professionals.   He has lectured regularly at the University of Massachusetts and at Bristol Community College.  Jim operates one of the most prestigious retirement services companies in the region.
	Jacquelin A. Crosson Director of Operations Jacquelin is a graduate of Roger Williams University.  Jacquelin holds a Series 7 General Securities Registration and Series 63 State Securities Registrations held at Investors Capital along with her Life, Health and Disability insurance licenses. She has 20 years of experience in the financial services industry.   Jacquelin is responsible for the overall development, implementation and administration of all clients' accounts at the company.  She is responsible for corporate operational activity as well as giving leadership to all service providers.  Her role is to be certain that each client is treated as Investor Capitals only client.  Her work with clients coordinates the firm's wealth strategies for high net worth individuals, families and foundations.  Her work involves giving leadership to the analyzing and solving of the many complex financial issues related to meeting the economic objectives and fiduciary responsibilities related to investments.
	James M. Crosson  Client Services Representative James holds a Series 7 General Securities Registration at Investors Capital.  He supervises client events and takes care of the many duties directly related to client activities and fulfillment of client needs.  James has worked at the firm since 2006 and has been around the business his entire life.