Jim Foley

Jim Foley is a seasoned financial consultant with extensive experience at Fidelity Investments, where they held various roles, including Vice President Financial Consultant and Investment Solutions Representative. With a Bachelor's degree in Psychology and a minor in Business Management from Goucher College, Jim has demonstrated a strong commitment to client success by helping them achieve their financial goals. They have earned accolades such as GM Club honors and the President's Circle designation, reflecting their outstanding performance in the financial services sector. Currently, Jim holds several financial licenses, including Series 7, 63, and 66.