James J. Wechsler, Jr.
CLU, ChFC®
Senior Associate
Jim started his business career in banking in 1982 and has been in financial services since 1990. He is a registered representative of Cetera Advisor Networks LLC. Employee Benefits and individual health insurance are provided through Tidal Benefits, a separately owned and operated entity.
Mission Statement – To work with small to mid-size businesses and/or professional firms, assisting them in the procurement and management of the various employee benefit plans they require. This would include:
- Group Health Insurance
- Group Life Insurance
- Group Disability Insurance
- Business Continuation Strategies
Additional time is spent working with business owners and professionals in designing their personal financial strategies.
Jim also works with the Diamond State team in the following areas:
- Life Insurance
- Disability Insurance
- Retirement Strategies
Education
Jim is a graduate of St. Joseph’s University with a Bachelor of Science Degree in Business Administration and Drexel University with a Master of Business Administration Degree. He has earned the Chartered Life Underwriter and Chartered Financial Consultant designations from the American College.
Community
Jim volunteers throughout the year as part of DSFG’s charity initiatives, dedicating time to various charitable events. He is committed to our community through fundraisers, outreach and support to make a lasting difference.
Personal
Jim lives in Drexel Hill, Pennsylvania, with his wife Kate. He has two children: James III (Katie) who attended the University of Delaware and Villanova University and has a career in banking; and Madeleine (Pete), who attended Villanova University and Jefferson University and is an ACNP. In his free time, Jim enjoys the Jersey Shore, fishing, cars, golf, and home renovations.