The first question James Taylor usually gets asked is, “like the singer?” If you twist his arm he will sing for you, but you can feel confident that “you’ve got a friend” in this James Taylor when it comes to managing your wealth.

James is a graduate of Boston University, Class of 1977, receiving a BS in education. He initially taught at Madison Park High School in Roxbury, MA, and was a faculty member at New England College of Finance.

He continues to apply his educational background when it comes to creating and preserving wealth for his clients. He currently holds a FINRA Series 7, 24, 63, and 65 through Commonwealth Financial Network.

James began his investment career more than 40 years ago as a financial planner for IDS Financial Services, now Ameriprise. After gaining experience working for major investment firms including Dean Witter, Legg Mason, and Arthur W. Wood Co., he began a long partnership in 1999 with Commonwealth Financial Network.

James was named a Five Star Wealth Manager in 2012, 2013, 2019, and 2021 in Boston Magazine. The Five Star Wealth Manager award is annually given to financial managers who are identified through research conducted with peers and firms. Nominated wealth managers who satisfied 10 objective eligibility and evaluation criteria are awarded this prestigious title*.

James is active in the Wakefield community as he is a past president and current member of the Wakefield Rotary Club, and a past president of the Wakefield Cable Access Television board. He is currently president of Massachusetts Chief of Police Association, an organization whose focus is giving back to the community through fundraising efforts.

James and his wife, Marie, live in a suburb northwest of Boston. They are the parents of two adult children.

Many of James’ outside interests include his endless quest to improve his golf game, skiing, traveling, and commitment to running.

*2012, 2013, 2019, and 2021 Five Star Wealth Manager Award, created by Five Star Professional. The2021 award was presented in 02/2021 based on data gathered within 12 months preceding the issue date. 4,069 advisors were considered, 480 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.

Sue Mitchell joined James Taylor and Commonwealth Financial Network in April 2002. She is the director of operations and client services and oversees the administrative, operational, and marketing functions of the company.

Sue is a Financial Paraplanner Qualified Professional™ certified through the College for Financial Planning and holds the FINRA Series 6 and 63 securities registrations through Commonwealth Financial Network.

Outside of work, Sue likes to spend time with her husband, Mark, her children, and grandchildren. She enjoys her early morning yoga class and walking routine and is currently studying American Sign Language.