Dufresne Hired as Senior Wealth Advisor
We are proud to welcome James Dufresne, who has joined Bell Bank’s wealth management division as a vice president/senior wealth advisor. He offices at our Phoenix – Biltmore location at 2710 East Camelback Road.
A professional with more than 14 years of experience, James helps clients navigate the challenges of business, retirement and investing. He specializes in working with business owners who are planning to exit or have excess cash in their business and wish to maximize their investment, tax and estate plans to reach specific goals for themselves and their family.
Originally from Scarborough, Me., James has earned his Certified Financial Planning (CFP®) designation and has worked in wealth management and investments since 2008.
Welcome to the Bell family, James!
Investing and wealth management products are: Not FDIC Insured | No Bank Guarantee | May Lose Value | Not A Deposit | Not Insured by Any Federal Government Agency