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Financial Advisor James W. Diamond, CLU, CHFC, Loring Advisory Group

James W. Diamond

CLU®, ChFC®

Financial Advisor

James W. Diamond, CLU®, ChFC®, joined the Loring team in December 2020 when he merged his practice, Diamond Financial Services, with Loring Advisory Group. Responsible for working with clients to develop wealth management strategies and researching, analyzing and constructing client portfolios, Jim is a knowledgeable, dedicated professional with more than 30 years financial services experience. He provides advice on all financial matters and believes the fundamental purpose of financial advice is to help clients achieve their goals and live better, happier lives. To this end, he has obtained the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations.

Prior to his work in the financial services industry, Jim worked for the city of Providence and the state of Rhode Island. He earned a Bachelor of Arts in East Asian History with high honors and a Master of Arts in European Diplomatic History from Michigan State University. Jim maintains a proven capacity to select products that best help each client work towards specific goals. He is deliberate and comprehensive in his approach and his passion for increasing financial literacy, make him invaluable to clients from all walks of life.

Originally from Milford, Texas, Jim now lives in Portsmouth, New Hampshire, with his wife, Barbara. He enjoys spending time with his family, including daughters Virginia and Mary, stepdaughter Katherine, stepson David and their poodle, Majessa Spirit of Mahalo. When he is out of the office, Jim enjoys reading and traveling. He is an active member of the Society of Financial Services Professionals, the Estate Planning Council of Rhode Island and is a fourth-degree Knight of Columbus.