Jim Carnevale

ESQ., CEBS, CFP®, AIF®

Partner

Professional Experience

With more than 25 years of various insurance and investment experience, Jim commits to providing excellent service that helps his clients achieve their financial goals. 

He exercises his sales and service expertise every day when mentoring younger associates and helping lead Sentinel’s financial planners. As a business owner himself, Jim leverages his unique experience when offering guidance to corporate clients.

Outside of the office, Jim serves as a Trustee Associate at St. John’s Prep. He enjoys his annual day of service at Community Giving Tree and supporting HAWC: Healing Abuse Working for Change at various events throughout the year.

Educational Background and Certifications

  • Massachusetts School of Law, Andover, MA – Juris Doctor
  • College of the Holy Cross, Worcester, MA – Bachelor of Arts– Economics
  • The Commonwealth of Massachusetts – Life, Accident and Health Insurance licenses
  • CERTIFIED FINANCIAL PLANNER™
  • Accredited Investment Fiduciary®, AIF®
  • Chartered Life Underwriter, Chartered Financial Consultant, Registered Health Underwriter
  • Certified Employee Benefits Consultant
  • FINRA Series 4, 6, 7, 24, 53, 63

Hometown

North Andover, MA

Out of the Office

Jim enjoys watching high school sports and spending time on the NH seacoast with family and friends.

Personal Quote

“I have always enjoyed the work involved with financial services. Because our industry is constantly changing, the work is never boring and I am able to have long-term relationships with individuals and businesses. Our work ultimately impacts the financial lives of those we serve, even though one may not notice it day to day.”

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