James McCuddy - Email & Phone Number

James McCuddy is a VP and Regional Director at Eaton Vance Distributors, based in Greater Milwaukee. With a focus on marketing Eaton Vance and Calvert products in Wisconsin, Northeastern MN, and the Upper Peninsula of Michigan, James serves as a trusted advisor to financial professionals, providing consultation on investment planning and customized solutions. - Expertise in asset management, investments, mutual funds, wealth management, and asset allocation. - Hold Series 63, Series 7, and Series 6 licenses, enabling in-depth securities knowledge. - Specializes in ESG and alternative investments, aligning with the growing interest in socially responsible investing. - Proven track record of assisting advisors in growing their practices through tailored solutions and education. - Reliable and knowledgeable resource dedicated to helping advisors make informed decisions for their clients.