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James C

Series 63

Camillus, NY

Tlg Advisors, Inc.

James Connell Jr. is a financial advisor with TLG Advisors, Inc. and holds a Series 63 designation. He has 34 years of industry experience, including roles at The Leaders Group, Inc. since 2014 and at James V Connell Associates since 2011. Outside of his advisory work, he is involved in managing and recruiting for insurance-related businesses. TLG Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, trusts, corporations, and institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring using fundamental analysis and Modern Portfolio Theory, and offers both traditional and digital investment programs through a network of independent representatives and sub-advisors.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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