James M Seretta
Financial Advisor


Gagne Wealth Management Group

Professional

During my junior year in college, I took advantage of an internship opportunity with Northwestern Mutual. It gave me the chance to work in the business world and to earn money to help pay my way through college. Working with different people every day and having an impact on their lives made choosing my career with Northwestern over the other job opportunities an easy one. The satisfactions of the relationships I've built up over the last thirty-nine+ years is the bonus for making the right choice back in 1981.  

Today, the major focus of my business is making introductions to my partner Merrill Gagne, Wealth Management Advisor for the Northwestern Mutual Wealth Management Company here in Greenfield. Our goal is to provide the highest level of wealth management and planning services, the type you would expect in a Boston or New York City office, right here in Franklin County! 

 

 

 

 

Years of Experience

Representing Northwestern Mutual since 1981.

Education

Degree Major Institution
Bachelor of Science Business Administration American International College

Awards and Recognition

 

Million Dollar Round Table Provisional Member 1994

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

Million Dollar Round Table Qualifying Member 1996, 1998-1999

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Association of Insurance and Financial Advisors Quality Award 2011, 2013-2014

Award recognizing commitment to excellence in service to clients and industry

 

National Quality Award 1984-1990, 1993-1996, 2000-2003

Award recognizing persistency and performance

 

National Sales Achievement Award 1986-1987, 1989-1990

Award recognizing performance

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck