Meet Our Team
We are a team of professionals devoted to helping you achieve true wealth and the associated freedom that it provides.
Founder and President
James E. Joly
Jim began his investment career in 1991 and is celebrating 28 years of providing financial guidance to his clients. Jim specializes in designing, implementing and managing corporate retirement plans as well as providing unbiased financial advice for his clients’ retirement goals.
Jim is a Cantella & Co., Inc Registered Principal and currently holds numerous registrations including Series 6, 63, 65, 7, as well as Life, and Health Insurance licenses. Jim is a graduate of the University of Connecticut School of Business.
Outside of the office he enjoys spending time with his 3 children – Zach, Liv and Jake as well as snowboarding, and competing in triathlons.
Susan joined the Greenwich Bay Wealth Management team as Sales Associate in 2018. Susan’s responsibilities include client account services, branch operations and marketing and social media. Clients depend on Susan for her quick responses and detailed information.
Prior to joining Greenwich Bay Wealth Management, Susan worked in Recruitment, Sales and Marketing in the finance and healthcare industries.
Susan is a Southern Connecticut State University graduate, health and fitness enthusiast and enjoys cooking and music.