James N. Ball, ChFC^®, AIF^®

As founder and president of EverRise, Jim leads his team with proficiency, confidence, and diligence. Jim grew up in Westborough, Massachusetts, watching his father run his own financial advising business out of their family’s basement. Inspired by his father’s success, Jim went on to obtain a bachelor’s degree in finance from the University of Massachusetts, setting out to plant his own roots and begin a career. In 1984, he established his own firm in Westborough, specializing in investment advice, insurance, business, tax, and estate planning. Today, he prides himself in having created a thriving business, working with hundreds of families in more than 30 states. The firm features an innovative team approach offering sound and informed wealth management while striving to always provide the utmost in customer service. Designations and Registrations:

• Registered Representative and Investment Adviser Representative since 1986 with Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser–broker/dealer
• Chartered Financial Consultant® (ChFC®)
• Accredited Investment Fiduciary® (AIF®)
• FINRA Series 6, 7, 22, and 63 securities registrations
• Member of the Financial Services Institute
• Director on the board of Avidia Bank, located in Hudson, Massachusetts; committee chairman of the Risk Committee; member of Executive Governance Committee; member of the Westborough Community Preservation Committee

In Jim’s (little) spare time, he enjoys traveling the world with his family, as well as reading, exercising, and listening to music.

James N. Ball is proud to have been recognized as a Chairman’s Level advisor for 2024—a distinction based on annual production that places him among the top 3 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the firm we partner with to help us better serve you, recognizes Chairman’s Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman’s Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.