James Warner, CFP is Warner Group’s Lead Wealth Advisor who provides detailed financial consulting and analysis for his clients and offers financial services through LPL Financial that are tailored to address their current needs & future goals. In 2011, James merged his practice with his father's (which was established in 1983) to deliver more expansive services for all their clients and is licensed in 26 states for securities, life, and health. He is a Certified Financial Planner™ and holds his Series 7 & Series 66 registration with LPL Financial. He heads up a team that focuses on multi-generational planning and management. He specializes in estate and tax planning, business retirement plans, retirement income and education funding strategies for clients that revolve around their individual goals.
My goal is to help our clients pursue their goals, not just manage a portfolio. I get to use my entrepreneurial focus to help business owners and retirees plan for their future. We do that by listening to our clients to understand their specific situation and then provide customized financial and investment recommendations to help them work towards those goals. This is not a one size fits all firm. I am proud of what we do for our clients and their families.
Prior to joining Warner Group, James was a successful entrepreneur in Connecticut for more than three decades. His most notable startup was Shore Publishing Newspapers, which he co-founded in high school and expanded into the second largest newspaper group in Connecticut. Acting as Publisher and Chief Financial Officer, he sold the newspaper group to the New London Day in 2008.
James received Bryant Universities' Young Alumni Leadership Award in 2009. He has been awarded small business of the year by Business New Haven magazine in 2003. He has also appeared in articles in the Hartford Courant, Entrepreneur Magazine, NBC News, the New York Times, and Editor & Publisher Magazine.
James and his wife Emily live on the CT shoreline and are the proud parents of three boys - twins Tristan & Sterling and their baby brother Quinn. They enjoy boating, fishing, hiking and can be found skiing in VT during the winter. James is very active in the community and volunteers his time when he is not spending time with his family.
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC
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