Since joining the firm, James Carter has played an integral role in the success of S&B Financial Services. A native of Standish and a lifelong resident of Maine, he has a strong passion for helping people set financial goals and work towards achieving them. While each of his clients’ objectives is unique, his approach remains consistent, simple, and tailored to their individual needs.
As a financial advisor, James focuses his expertise on helping clients plan for both short and long-term financial goals. This includes everything from buying a home, paying for higher education, and setting the foundation for a fruitful retirement. Whatever his clients may hope to achieve, James is driven to help them be successful in every avenue of their financial life. It’s a win-win that enables him to share his passion with people while empowering clients to focus on what they value most.
Prior to joining the financial services industry, James had a successful career in the communications industry. In addition to his Bachelor’s Degree in Business Administration from Husson University (where he graduated Cum Laude), he holds his FINRA Series 7 & 66 securities registrations along with his life and health insurance license.
Actively involved in his community, James believes in helping others as much as possible. Whether it is a neighbor needing assistance in getting a tractor unstuck, helping a client work through the most efficient long-term investment strategy, or serving the Main Society for the Protection of Animals, James is focused on doing the most good he possibly can.
James has two grown children, a daughter who is attending UNC Charlotte, and a son who lives in Colorado. While they all currently live quite a distance away from each other, they work hard to stay connected. Outside of the office, James enjoys fishing, kayaking, gardening, and four-wheeling with his family.