James Clancy Joins Chelsea Groton Financial Services as Vice President, Osaic Institutions Financial Advisor



James (Jim) Clancy recently joined Chelsea Groton Financial Services as Vice President and Financial Advisor for Osaic Institutions Inc. In his new role, Jim will work closely with individual, business, and non-profit clients to offer dynamic financial solutions and provide tailored strategies in the areas of wealth management, investment, education, and financial planning, to help them meet their short- and long-term financial goals.   

“It’s a pleasure to welcome Jim to our team as a Financial Advisor,” said Lori Dufficy, Executive Vice President and Chief Experience and Engagement Officer at Chelsea Groton. “His passion, extensive experience, and knack for developing and retaining deep relationships with clients align well with our culture. We’re confident Jim will make a meaningful impact and are excited to see the contributions he will bring to our organization.” 

Jim first began his career working as a member of the New York Stock Exchange, working in various roles for Stokes, Hoyt, & Company, Fleet Specialist Corporation, and then Kellogg Capital Group. He participated in an elite Financial Advisor Training Program while with Smith Barney, and upon completing the program, joined Morgan Stanley as a financial advisor. Jim has held other financial advisory roles at United Bank and Wester Bank/Webster Investments prior to joining Chelsea Groton. He has acquired his Series 7, 31, 63 and 66 licenses, along with Life, Accident and Health Insurance.    

  

 Jim studied at the University of New Hampshire, where he graduated with a Bachelor of Arts. 

Outside of work, he enjoys fishing, golfing, and skiing. 

About Chelsea Groton Financial Services 

Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Chelsea Groton Financial Services is a trade name of Chelsea Groton Bank. Osaic Institutions and Chelsea Groton Bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. 

Additional Info

Media Contact : Barb Curto, FVP, Marketing Manager | Phone: (860) 448-4118 | Email: bcurto@chelseagroton.com

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