About
Jimmy has over 15 years of experience working in the wealth management and advisory industry as a financial analyst and financial planner. He holds both the CFA® and CFP® designations, as a sign of commitment to delivering the highest standard of service in both investment management and financial planning. In his current position as a financial advisor with Wealth Enhancement, Jimmy enjoys cultivating deep relationships with a variety of clients, including highly skilled professionals, corporate executives and small business owners. He strives to help his clients and their families grow their wealth not just for today, but also to ensure a legacy that is secured for the future.
Outside of work, Jimmy enjoys being outdoors, traveling and spending time with his wife, Brittany, and two children, Natalie and Charlie. They live in Randolph, New Jersey where he is actively involved in youth activities and volunteers at his local church.
Education
- BBA - Business Economics, Loyola University Maryland
Resources from Jimmy Bassett
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Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
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