Jim Mcgowan Email & Phone Number
Senior Wealth Advisor and VP of Retirement Plan Services @ Marshall Financial Group
Jim Mcgowan's Location
Philadelphia, PA, US
Jim Mcgowan's Work
- Senior Wealth Advisor and VP of Retirement Plan Services @ Marshall Financial Group
- 2020 Philadelphia Chapter President @ Financial Planning Association (FPA)
- Client Service Representative @ Asset Planning Services (now Wescott)
- Mutual Fund Wholesaler @ The Hartford
- Asset Management Service Representative @ Vanguard
- Registered Investment Advisor @ New England Financial, A MetLife Company
- Intern and Support Staff @ Financial Services Company
Jim Mcgowan's Education
- Wharton Executive Education
Client Psychology Program
- Certified Financial Planning Board of Standards
Certified Financial Planner (Financial Planning and Services)
2012 - 2012 - The American College
CFP (Financial Planning and Services)
2008 - 2010
- West Chester University of Pennsylvania
BS (Business Management)
1998 - 2002 - Lansdale Catholic High School
(Regular/General High School/Secondary Diploma Program)
1994 - 1998
Jim Mcgowan's Skills
- Financial Analysis
- Finance
- Financial Services
- Certified Financial Planner
- Investments
- Asset Management
- Investment Management
- Public Speaking
- Healthcare
- Retirement Planning
Jim Mcgowan's Summary
Jim McGowan, based in Philadelphia, PA, US, is currently a Senior Wealth Advisor and VP of Retirement Plan Services at Marshall Financial Group (Doylestown, PA), bringing experience from previous roles at Financial Planning Association (FPA), Asset Planning Services (now Wescott), The Hartford and Vanguard. Jim McGowan holds a Client Psychology Program @ Wharton Executive Education. With a robust skill set that includes Financial Analysis, Finance, Financial Services, Certified Financial Planner, Investments and more, Jim McGowan contributes valuable insights to the industry. Jim McGowan has 3 emails and 1 mobile phone number on RocketReach.
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