James C. Taylor Named Among Top Wealth Managers for the Second Consecutive Year

The following was submitted by the Savings Bank: 

James C. Taylor, Vice President, Registered Securities Principal with Commonwealth Financial Network and affiliated with TSB Securities Group, an Independent Service located at The Savings Bank, has been recognized in Boston Magazine as a 2012 FIVE STAR Wealth Manager. Less than two percent (2%) of the nearly 2,600 wealth managers in the Boston area were selected for this honor.

This is the second consecutive year that Taylor has been recognized with this prestigious honor.

The Five Star program, now entering its seventh year, is the largest and most widely published wealth manager award program in North America. Five Star Professional, a Minnesota-based company which provides localized, independent client satisfaction research on the performance of service professionals, partnered with Boston Magazine to evaluate the wealth managers in Massachusetts who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. As part of the updated research process for the 2012 Five Star Wealth Manager program, firms and peers nominated the award candidates.

Only wealth managers with a minimum of five years of experience were considered, and each wealth manager was reviewed for regulatory and complaint history, one and five-year client retention rates, client households served, and education and professional designations, among other criteria. Five Star Professional finalized the preliminary list of Five Star Wealth Managers to be no more than 7% of the wealth managers in the area. A panel of local financial services industry professionals reviewed the final list.

The list appeared in the February 2012 issue of Boston Magazine.

James C. Taylor

James Taylor has been associated with The Savings Bank and TSB Securities Group since 1999. He is an Investment Adviser Representative and Registered Securities Principal with Commonwealth Financial Network®, Member FINRA/SIPC, the second largest, privately held independent broker/dealer in the United States, which compliments his position as Principal of TSB Securities Group. He is located at 351 Main Street, Wakefield MA 01880 (781) 224-5449.

He is a Series 7 General Securities Representative, a Series 24 Registered Securities Principal, and is a Life Insurance Agent. He is also certified in Long-Term Care (CLTC).
James is a graduate of Boston University. His financial planning experience, prior to joining TSB Securities Group, includes working with American Express as a Financial Planner, and serving as an Adjunct Professor of Finance at New England College of Finance. He served as President of the Wakefield Rotary Club and remains an active participant in a number of community service organizations, including Board Member positions with both Wakefield Community Access Television and the Massachusetts Chiefs of Police Association.