James Moynihan

James Moynihan CLU®
Firm Principal

Over 45 years experience

Specializes in estate and retirement planning.

Prior to becoming Firm Principal of MSW –
Founder and Principal of the Moynihan Companies.  Registered Representative with Kestra Investment Services, LLC and Investment Advisor Representative with
Kestra Advisory Services, LLC.

Chartered Life Underwriter -  CLU
Association for Advanced Life Underwriting - AALU

Boston College, MBA
College of the Holy Cross, BA

Phone: 508-756-5108 x 233  E-mail: jim@mswfp.com

Firm Administrator:

Vicky L. White

Administrator-Worcester

Phone:  508-756-5108 x242     Email: vicky@mswfp.com
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck