Panos Financial Partners

 

                   (617) 834-3259

 

About Us

James Panos has a passion for the financial markets and grew up learning a lot about them at a young age as both his father and grandfather were financial planners.  Upon graduating college James started his career in finance working at Wells Fargo as a Credit/Lending account manager and worked his way up to Branch Manager.

James then went back to school to obtain 2 master’s degrees and then became an Investment Banker.  James began his career as an investment advisor in when he entered the Morgan Stanley/Smith Barney’s rigorous training program and has been an Advisor ever since. 

As an Investment Advisor, James sits down with clients and listens to their goals and needs.  This helps James have a deep understanding of their financial situation and provides the foundation to begin to formulate a plan of appropriate investments for that client.  James’ extensive knowledge in finance, investing, and the capital markets is invaluable in the process of deciding which investments to participate in. Once formulated, James meets with the client to discuss the strategy, implements the plan, and places the client in the investments that matches their investment goals and needs.

James Panos’ educational background is as follows:

  • MSF- Boston College, Master of Science in Finance
  • MBA- Bentley University, Master of Business Administration-Finance
  • BBA- University of Massachusetts, Bachelor of Business Administration-Finance
  • HS - Saint John’s Preparatory School, Danvers, MA

In his free time, James enjoys watching sports, working out, and socializing with friends and family.  James resides in Boston.

James P. Panos
jpanos@panosfp.com
Panos Financial Partners, LLC
330 North Street, Unit 16
Boston, MA 02113

617-834-3259

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