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James H Mooney Senior Vice President
James H Mooney Senior Vice President
Marketing | LPL Financial
Pennsylvania, Conshohocken, United States
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.
James H Mooney Senior Vice President
Work Experience
Senior Vice President, Financial Advisor at
LPL Financial
July 2025 - Present
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
Operations Manager
Assistant Vice President
Features Copy Editor and Designer
Principal Test Architect
Senior Management Consultant
Vice President, Information Security
Senior Financial Advisor, Vice President
Production Control & Industrial Engineer Analyst
Business Banker
Business Analyst