James R. Havell
Corporate Headquarters- Port Jefferson
James plays an essential role in the client experience at Coastline. He prides himself on consistency and providing superior service to his clients. After achieving his Bachelor’s degree in Business Administration from St. Joseph’s University New York he went on to further study abroad at the University of Gloucestershire, where his vigorous financial program led him to his career start at the Swedish firm Handelsbanken in London.
He holds his series 7, 66 and is a licensed insurance broker. James's focus is to showcase his diverse, hands on skills to formulate a strong relationship with his clients. James’s international experience coupled with his time spent working for Raymond James in Manhattan has allowed him to build a well rounded understanding of client needs in formulating a financial plan for their futures.
Outside of work, James is a qualified skipper, avid skier and travel enthusiast . He enjoys being on the water whenever possible. On weekends, he is studying for his CFP designation whilst exercising and being with his family, friends and dogs.