Meet Your Advisor

James | Vice President & Wealth Advisor | Claro Advisors

Jim Abbott
Five Star Professional Award

James Abbott AIF®, PPC®

Vice President,

Wealth Advisor


Jim Abbott, AIF®, PPC®, is a Vice President and Wealth Advisor at Claro Advisors, where he partners with individuals, families, and companies to help them plan for their financial futures with clarity and confidence. He advises business owners and plan sponsors on the design and oversight of 401(k) and retirement plans, while also working closely with clients on retirement planning, education savings, and long-term wealth preservation and growth.

Jim's path to financial services is shaped by his background as a professional athlete. Drafted by the Pittsburgh Penguins in the 2000 NHL Draft, he graduated from the University of New Hampshire in 2003 with a degree in Business Administration and went on to play professional hockey for several years. He later transitioned into the financial services industry, joining Wells Fargo Advisors in Boston before becoming part of Claro Advisors in October 2017.

Deeply committed to giving back, Jim is actively involved in his community. He currently serves as President of Christopher's Haven in Boston and supports several organizations, including Skate for the 22 Foundation, The Granite State Collective for NIL & UNH Hockey, and Associated Builders and Contractors at both the local and national levels.

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Five Star Professional Disclosure: James W. Abbott is awarded The FIVE STAR Wealth Manager Award in the Wealth Management Category, based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2023 Five Star Wealth Managers. The inclusion of a wealth manager on The FIVE STAR Wealth Manager Award list should not be construed as an endorsement of the wealth nor should it be inferred that the responses used from the survey represent the experience of any clients. This award does not evaluate the quality of service provided and the wealth manager may have had unfavorable ratings. The rating is not indicative of the wealth manager's future performance. Five Star Professional conducts market-specific research to identify service professionals who provide quality services to their clients. Five Star Professional joins forces with city and regional magazines to make the research results available to consumers in more than 45 markets across the United States and Canada. Five Star Professional was founded in 2003 and is based in Minneapolis, MN. For more information, go to: www.FiveStarProfessional.com.

Claro Advisors LLC ("Claro") is a Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in the Commonwealth of Massachusetts. Registration of an Investment Advisor does not imply any specific level of skill or training. Information contained herein is for educational purposes only and is not to be considered investment advice. Claro provides individualized advice only after obtaining all necessary background information from a client. Disclosures and Terms of Use.

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