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Meet Your Financial Advisor

James E. Carlson

Financial Advisor
(781) 793-2866
James.E.Carlson@SCUFinancial.comJames Carlson

Whether you are just beginning to plan for your future or you already have a significant nest-egg, our Financial Advisor along with a team of professionals from Baystate Financial, work with you to develop strategies to help you achieve your financial goals.

James (Jimmy) Edward Carlson is a graduate of Lynn University with a degree in Business Administration. He has worked with investors since 2011. Jimmy uses his educational and professional experience to conduct quarterly assessments of each clients’ progress towards their established objectives. Jimmy holds yearly portfolio reviews with his clients detailing the analytics of the financial strategy and reassessing clients’ portfolio objectives.

To learn more about SCU Financial Services, call Jimmy to set-up an appointment today. He is available to meet you in your home, office or at one of our convenient branch locations. Your initial consultation is complimentary and at no obligation. Sharon Credit Union is committed to your financial success!

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Neither MML Investors Services, LLC/Baystate Financial/Sharon Credit Union/SCU Financial nor any of their affiliates, employees or representatives provide specific tax or legal advice. Please consult your tax advisor or attorney for such guidance. Each firm is solely responsible for their products and services and Sharon Credit Union/SCU Financial is not affiliated with MML Investors Services, LLC. The investment products sold through MML Investors Services, LLC/Baystate Financial are not guaranteed by Sharon Credit Union, may lose value and are not insured by the NCUA. These products are not obligations of Sharon Credit Union and are not endorsed nor guaranteed by Sharon Credit Union.


Securities offered through MSI Financial Services, Inc., to be merged with and known as MML Investors Services, LLC in March 2017. Members SIPC. Investment advisory services are offered through MSI Financial Services, Inc., MML Investors Services, LLC and/or Baystate Wealth Management LLC, each a registered investment adviser. Baystate Financial and Baystate Wealth Management LLC are not subsidiaries or affiliates of MSI Financial Services, Inc., MML Investors Services, LLC, or its affiliated companies. 200 Clarendon Street, 19th & 25th Floors. Boston, MA 02116. 617-585-4500.

Securities products and services offered are:

  • Not FDIC/NCUSIF Insured
  • Not a Condition of Any Bank Service
  • Not a Deposit Product
  • No Bank/Credit Union/Affiliate Guarantee
  • No Guarantee of Insurance Underwriter Performance
  • May Lose Value
  • The bank cannot condition an extension of credit on the purchase of an annuity or insurance product from the bank itself or one of its affiliates. Sharon Credit Union and SCU Financial are not subsidiaries or affiliates of MSI Financial Services, Inc., MML Investors Services, LLC or its affiliated companies.


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