Jim Healy has been effectively providing financial advice and service to his clients since 1987.
As an Equitable Advisors financial professional, he is dedicated to helping clients build secure financial futures. To do it right takes commitment, planning and the services of a capable, experienced financial professional.
With more than 30 years of experience, Jim has the knowledge and resources to help you develop and implement a sound financial strategy. “My top priority is to help individuals and businesses meet their wealth accumulation, preservation and protection needs.”
“My job is to assist in mapping your financial goals and then provide the advice, products and services needed to successfully attain them.” Through Equitable Advisors and its affiliates, he can offer a broad range of financial products and services.
Jim’s continued industry training has qualified him as a Retirement Planning Specialist (a title awarded from the University of Pennsylvania, The Wharton School). He has earned the FINRA Series 6, 7, 63, 65, and 24 licenses and has been awarded the Circle of Excellence Award.
Jim is a 1987 graduate from the College of St. Thomas with a degree in economics and resides in Chaska with his wife Tina and their four children.
Jim is thankful for the privilege of working for you and for your continued support and business!
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at firstname.lastname@example.org. Complaints about an Equitable Advisors FP should be directed to email@example.com.