Jim McGovern is the co-founder of Wealth Innovations, LLC and a Registered Representative with Park Avenue Securities. Since 2002, he has been educating and working with physicians, dentists, pharmacists, executives, and business owners in effective financial decision-making. He has a tremendous passion for helping people make informed decisions so they can meet their objectives in the accumulation, protection, and enjoyment of their wealth.
Jim’s concepts and explanations break down complex topics into an easy to understand format so decisions can be made and progress can be achieved. In addition to working with his own clients, he is a sought-after national speaker and mentor to other financial professionals around the country. He frequently travels to present to financial planning firms, medical groups, and at financial services conventions.
Jim is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant®, and is Certified in Business Exit Planning. He holds securities licenses 6, 7, 63, and 65, as well as life, accident, and health insurance. He received a Bachelor of Science in Economics and a Bachelor of Science in Business Administration from Westminster College. He is a member of the Society of Financial Service Professionals, the National Association of Insurance and Financial Advisors, the Association for Advanced Life Underwriting, and The Business Enterprise Institute. Additionally, he is a national faculty member of The Living Balance Sheet® System.
Outside of the office, Jim is an avid golfer and cyclist. He enjoys spending his free time with his children, Molly and Chloe.
Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative of Guardian.