About
James M. Lauzon, CLU® serves as Vice President for Highland Capital Brokerage in the New England Office. Jim has been a leading professional in the financial services industry for nearly 30 years. He specializes in managing, recruiting and developing top producers and helping them to expand their skill and knowledge to increase their life, annuity, disability, and long-term care production.
Prior to joining Highland Capital Brokerage, he was the owner and president of AFRM LLC, where he initiated quality, professional, LADL production as an outsourced partner for property casualty firms, CPA firms, family offices and venture capital groups to increase their profit margins by expanding cross-sale opportunities. Before that, he was Director of Financial Services at Smith Brothers Insurance Company. He became a Highland HighCap member while at Smith Brothers and continued in this capacity at AFRM.
He began his financial service career with NY Life in New England, building teams of representatives and managing offices.
Jim earned a Bachelor of Science from Bridgewater State College in Bridgewater, MA. He holds the FINRA Series 7 (General Securities Representative) and Series 66 (NASAA Uniform Combined State Law) designation.
Registered Representatives and Investment Advisory Representatives offer securities and investment advisory services through Osaic Wealth, Inc. member FINRA/SIPC. Highland and Osaic Wealth, Inc. are subsidiaries of Osaic, Inc. Other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.