Jim McGowan, CFP®

Specialty: WealthCoach

215-348-9393
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Education:

• BS, West Chester University, West Chester, PA

In Financial Services since: 2001

With Marshall since:  2014

Past and present affiliations:

• Financial Planning Association (Philadelphia Area Chapter)

Get to know:

Jim’s clients are smart, ambitious and tech-savvy. “They already know how to get financial information,” he says. “But they’re bombarded with so much information, it can be really confusing to know what’s best for their specific situation.”

Jim acts as a colleague, a teammate, a resource – someone who can simplify and boil down the options to what applies specifically to each client’s situation. He helps clients see and manage all the elements of their financial life in one place, so they can quickly see the big picture, and map and track progress.

His favorite part of the job is learning about clients, understanding their goals and stories, and building relationships. “People recognize the difference when you’re really working to help them,” he says. “Instead of spending their time doing research and weighing options, instead of worrying and wondering, they can just ask a question, get a clear answer, and make a confident decision.”

“What I love is creating clarity and confidence, so clients know that they’re going to make their goals, and exactly how,” he says.