Jim McCarthy, CIMA®, CRC®
Private Wealth Financial Advisor
Managing Director - Investments
With more than 25 years of experience as a Financial Advisor, Jim McCarthy helps guide his clients toward financial independence so they can focus on their lives and the people who matter most to them. He has been with Wells Fargo Advisors and predecessor firms since 2001. From 2018 to 2022, Jim has been listed by Forbes as one of the Best-in-State Wealth Advisors* and from 2005 to 2021 has qualified each year as a Wells Fargo Advisors Premier Advisor.**
Prior to beginning his career, Jim attended Villanova University in Pennsylvania, where he played baseball for four years and graduated with a Bachelor of Science in Business Administration. He believes in the value of ongoing education and has subsequently worked to become a Certified Retirement Counselor (CRC®) and a Certified Investment Management Analyst® (CIMA®).
He currently lives by the Jersey shore in the town of Spring Lake Heights with his wife, Michele, and their four children, Emily, James, Kaylin, and Julia. Away from the office, Jim has given back to his community by serving on the Spring Lake Heights Elementary School Board of Education for more than a decade. During that time, he has also enjoyed coaching his children’s traveling soccer teams. When they have the opportunity, Jim and his family like traveling to their vacation home in Naples, and Jim loves getting a round of golf in at Spring Lake Golf Club.
*Forbes ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
**The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.