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James H Mooney Senior Vice President

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James H Mooney Senior Vice President

Marketing | LPL Financial

Pennsylvania, Conshohocken, United States

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James H Mooney Senior Vice President

Summary

James H Mooney is a seasoned financial advisor with over 23 years of experience in the telecommunications and financial planning sectors. Based in Conshohocken, Pennsylvania, he specializes in helping professionals optimize their 401k plans to facilitate early retirement. His approach integrates risk management and income generation strategies tailored for individuals in the telecom industry. James is passionate about financial literacy and estate planning, ensuring that his clients not only preserve their wealth but also create a lasting legacy. Known for his straightforward assessments, he provides clients with actionable insights that empower them to make informed financial decisions. His commitment to simplifying complex financial concepts has made him a trusted partner for many seeking to secure their financial future. Outside of work, James enjoys engaging in discussions about wealth building and financial security, often over a cup of coffee.

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Technical Background

Leadership Experience

Long-Term Tenure

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Industry-specific interests

Emerging Technologies

Leadership Development

Sustainability

Innovation

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James H Mooney Senior Vice President

Work Experience

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Senior Vice President, Financial Advisor at

LPL Financial

July 2025 - Present

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James H Mooney Senior Vice President

Education

University of Pennsylvania, BS, Finance

January 1996 - January 2000

Frequently Asked Questions about James H Mooney Senior Vice President

What company does James H Mooney Senior Vice President work for?

James H Mooney Senior Vice President is a Marketing at LPL Financial.

Where James H Mooney Senior Vice President graduated from?

James H Mooney Senior Vice President holds a degree in null from University of Pennsylvania.

Who is James H Mooney Senior Vice President?

James H Mooney is a seasoned financial advisor with over 23 years of experience in the telecommunications and financial planning sectors. Based in Conshohocken, Pennsylvania, he specializes in helping professionals optimize their 401k plans to facilitate early retirement. His approach integrates risk management and income generation strategies tailored for individuals in the telecom industry. James is passionate about financial literacy and estate planning, ensuring that his clients not only preserve their wealth but also create a lasting legacy. Known for his straightforward assessments, he provides clients with actionable insights that empower them to make informed financial decisions. His commitment to simplifying complex financial concepts has made him a trusted partner for many seeking to secure their financial future. Outside of work, James enjoys engaging in discussions about wealth building and financial security, often over a cup of coffee.

James`s contact details

Colleagues

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Heather Broderick

Operations Manager

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Heather Ivens-brown

Assistant Vice President

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Heather Bailey

Features Copy Editor and Designer

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Hemadri Dasari

Principal Test Architect

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Mark Ryan

Senior Management Consultant

Mark Trottier

Vice President, Information Security

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Mark W Miller

Senior Financial Advisor, Vice President

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Lee Fandel

Production Control & Industrial Engineer Analyst

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George Zarafili

Business Banker

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Albert Ko

Business Analyst

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