James A. Valis, CFP® Recognized By LPL Financial as One of Its Top Financial Advisors

James A. Valis, CFP®, an independent LPL Financial advisor at Blackstone Valley Wealth Management in Hopkinton, MA, today announced that he was named to LPL’s Director’s Club, a distinction given to the top advisors based on their business success compared to the more than 14,000 LPL advisers registered nationwide.

“On behalf of LPL, I applaud James for earning this distinction and thank him for the contributions he has made to his clients, LPL and the financial services industry,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “James’s success is reflective of the value he has created with his clients by delivering independent financial advice and a robust service offering to help them work toward their financial goals. We are proud to support James and wish him continued success.”

Valis has been providing financial services to clients in the New England area for 14 years. He provides a full range of financial services, including investment and retirement planning, liability and risk management services, tax and estate planning and more. Valis is an LPL Financial-affiliated adviser. LPL is a leader in the retail financial advice market and provides resources, tools and technology that support advisers in the delivery of personal, objective financial advice.