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Jim Carnevale

Esq., CEBS, CFP®, AIF®

Partner

Professional Experience

Jim is an Executive Vice President of Sentinel Benefits & Financial Group with more than twenty-five years of various insurance and investment experience.

Jim leads our Personal Investment Services Group, which includes a team of investment advisors who guide clients through the strategic planning process to implement and maintain their personal financial planning, investment management, college savings plans and individual retirement account decisions.

 

I have always enjoyed the work involved with financial services. Because our industry is constantly changing, the work is never boring and I am able to have long-term relationships with individuals and businesses. Our work ultimately impacts the financial lives of those we serve, even though one may not notice it day to day.

Educational Background and Certifications

  • Massachusetts School of Law, Andover, MA – Juris Doctor
  • College of the Holy Cross, Worcester, MA – Bachelor of Arts– Economics
  • The Commonwealth of Massachusetts – Life, Accident and Health Insurance licenses
  • CERTIFIED FINANCIAL PLANNER™
  • Accredited Investment Fiduciary®, AIF®
  • Chartered Life Underwriter, Chartered Financial Consultant, Registered Health Underwriter
  • Certified Employee Benefits Consultant
  • FINRA Series 4, 6, 7, 24, 53, 63

Hometown

North Andover, MA

Out of the Office

Jim enjoys watching high school sports and spending time on the NH seacoast with family and friends.

LinkedIn Email Jim Carnevale

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