James P. Scanlan, CFP®
Director of Business Development & Wealth Advisor
For Jim, every client relationship begins with one guiding principle: never recommend something he wouldn’t do for his own family. It’s a philosophy born from an early experience helping a widow navigate her retirement years, and it’s shaped every recommendation he’s made since.
With more than 30 years of experience in financial services, Jim specializes in working with owners of closely held businesses, providing expertise in income and estate tax planning as well as business succession strategies. His career has spanned leadership roles in wealth management firms, including serving as Director of Business Development and Senior Advisor at Apella Wealth Management, before joining Stage Harbor.
Jim earned a B.S. in Finance and Accounting from Stonehill College and is a CERTIFIED FINANCIAL PLANNER™ professional. Beyond his advisory work, Jim is an active member of civic and professional organizations and has served on multiple nonprofit boards.
Away from the office, Jim is deeply committed to advocacy work for children in high-risk environments, a cause shaped by his own personal experiences and one of the most meaningful parts of his life. A lifelong Boston sports fan, he has been a New England Patriots season ticket holder for more than twenty years and a longtime Red Sox ticket holder, which he enjoys with his family and friends. Jim also enjoys playing squash and golf and has served as both a member and board member at Wannamoisett Country Club in Rumford, RI.
