Prudential Advisors - Jim McQueeney
About Jim McQueeney
Nothing compares to the feeling of helping a family or individual plan for their financial future. Jim McQueeney specializes in retirement planning strategies while offering goals-based advice. Jim believes it is important to spend time understanding what goals his clients are working toward and balancing those goals with their comfort with risk before investing their money. Having been a client himself at one time, Jim has developed a tremendous passion for helping people make informed decisions so they can meet their financial objectives. Prior to beginning a career in the Financial Service industry, Jim spent twenty years in a variety of analytical roles in corporate America with an industry leading global technology manufacturer, providing sales and analysis support.
Jim holds securities licenses 7, 66 as well as a 215 - Life Including Variable Annuity & Health. He also possesses a certification in ITIL Foundation IT Service Management.
I'm Most Proud Of: Jim, his wife Lisa, and three children reside in Orlando, FL. Jim is President of his local Rotary club. Jim and Lisa serve the community through Rotary International, church and community theatre.
- Estate Considerations