James Garfinkel, Managing Director
James has been developing wealth planning and transfer solutions for affluent individuals and their families for almost 30 years. As the founder and managing director of Abbott Solutions, James provides customized financial, insurance, tax and estate planning strategies that will conserve, grow and transfer wealth.
James began his career at Paine Webber followed by several years at Merrill, Lynch. James was the co-founder, officer and director of MonsterDaata, which he successfully brought public in 1999. With this experience, James has unique insight into the specialized needs and tax and estate planning issues that affect the business owner and entrepreneur.
James earned a bachelor’s degree in Economics from Hamilton College. He received the Registered Paraplanner designation from the College of Financial Planning and is licensed to sell insurance in a number of states, including New York, New Jersey, Connecticut, California, Florida, and Texas. James also holds the Financial Industry Regulatory Authority Series 6, 7, 63, and 65 licenses. James lives in New York City with his wife and two children and serves on the Board of Directors of several charitable, art and religious organizations.
Thomas Smith, Associate
As an Associate at Abbott Solutions, Thomas specializes in developing wealth and estate planning strategies. Thomas has experience in financial analysis and insurance modeling. Thomas earned a bachelor’s degree in Economics from Columbia University and is licensed to sell insurance in New York.
A native of London, Thomas lives in New York City and is active in a variety of civic and social organizations.