James B Bailin
Wealth Management Advisor|CLTC®, CLU®
TRANQUILITY
Personal
I'm a lifelong resident of the NY tri-state area originating from upstate NY (Gardiner/New Paltz) where my parents still reside. I now live in Norwalk, CT with my wife Katie, son Landon and our dog Kayla. When not focused on my practice I enjoy spending time with my family, traveling, skiing, running and playing most any sport that has a ball.
I've always been very competitive! Sports provide an ideal outlet to life's hurdles. I played division II and division III baseball in my college days followed by a few years with the semi-pro wood bat Peekskill Tides baseball team. I hope that my son one day shares my passions, wouldn't that be fun...
Professional
After several years of working for a financial institution I realized that there wasn't much meaning behind my work. How was I making a difference? After sitting down with a Northwestern Mutual Financial Representative who is now a good friend, an invitation to join the team was presented. Little did I know at the time that this invitation would change my life and would allow me the opportunity to change other peoples lives as well. I have now found the meaning that I was looking for.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
