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NewswireTODAY - /newswire/ -
Oakland, CA, United States, 2010/11/17 - James Jones comes to Entrust Administration, Inc. with more than 25 years of experience helping pre-retiree and retired investors manage their financial and estate planning needs.
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Entrust Administration, Inc., the premier provider of account administration services for self-directed IRAs and 401ks, is proud to announce and welcome James Jones as Business Development Manager for its newly opened Needham, Massachusetts office.
Jones, a Harvard alum with a graduate degree in finance, has more than 25 years of experience helping pre-retiree and retired investors manage their financial and estate planning needs. His keen understanding of managing both assets and debt, within the framework of tax-deferred and tax-free retirement accounts, along with his proven network of legal, tax and accounting advisors will give his clients the best possible educational resources. “I pride myself on helping to educate my clients so they can make the best decision to suit their needs,” says Jones. “I am dedicated to my own ongoing education in financial services, and look forward to continuing to bring that knowledge to my clients at Entrust.”
In addition to Jones’ hands-on experience in the financial industry, he is a contributing author to the best seller “62 Senior Moments,” has spoken regionally as a Vice President for Merrill Lynch and nationally for Wells Fargo on WRKO Talk Radio, the New England Cable Network, the Long Term Care Training Institute, the Massachusetts Financial Planning Association and the Massachusetts Estate Planning Council. He lives in Boxford, Massachusetts with his wife Jill and daughter Jaime.
“Jim is a wealth of knowledge when it comes to understanding the needs of investors hoping to build a comfortable retirement.” says Timarie McClendon, Director of Sales and Marketing for Entrust Administration, Inc. “We are thrilled to have him.”
For more than 28 years, Entrust has been an acknowledged authority in the field of self-directed retirement accounts. Entrust is committed to the goal of financial independence, especially during retirement. They are the leader in self-directed plans, custodial services and educational curriculum to build wealth with investments that clients know, understand and control. For more info, please visit entrustmassachusetts.com/.
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tmcclendon[.]theentrustgroup.com 
