We are pleased to welcome David J. James, who has joined the company as a Financial Advisor. James will be based at our Concord office inside Merrimack County Savings Bank at 89 N. Main Street. James is responsible for managing the creation and execution of detailed financial plans for people, companies, and organizations.
“With more than 11 years of expertise, David has honed a keen ability to establish connections with his customers, attentively listening to understand their goals, and closely collaborating with them to create a plan that will help them reach those goals.,” said Steve Palmer, SVP, Senior Client Relationship Officer for NHTrust. “This commitment is echoed in his service to the community as a dedicated and valued volunteer for several local youth organizations.”
Before joining NHTrust, James spent over 11 years working as a Financial Advisor at Rise Private Wealth Management, a division of Ameriprise Financial as well as with Citizen’s Bank.
James earned a Bachelor of Science in Finance with a concentration in Financial Planning from SNHU. He holds an APMA® (Accredited Portfolio Management Advisor) accreditation.
As the president of the Plymouth Regional Huskies Youth Football Organization and a passionate coach of youth football, lacrosse, wrestling, and t-ball, James is deeply involved in his hometown of Plymouth. He enjoys spending as much time as he can on Newfound Lake with his wife and their three sons.