James McCormack

James J. McCormack, CRPC®
Financial Advisor Private Client Group Truist Investment Services, Inc.

8484 Westpark Dr

Mc Lean, VA 22102-3579

About me

Background

I’m a Financial Advisor with Truist Investment Services, Inc., offering clients more than 30 years of financial services, retirement planning, and investment management experience. I take a comprehensive, financial-planning-based approach to providing my clients with a beneficial and memorable wealth management experience and helping them achieve greater confidence in their financial wellbeing.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

BS Business Administration
Kutztown University 1987

Personal Interests

I’m active in supporting youth sports and enjoy a round of golf with friends. My wife, Lisa, and I have three children, Matthew, Lacey, and Marin, and we all love traveling and spending time in the Outer Banks.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Accomplishments

Top Financial Advisors*
Washingtonian Magazine 2020
Top Financial Advisors*
Washingtonian Magazine 2019
Top Financial Advisors*
Washingtonian Magazine 2018
Top Financial Advisors*
Washingtonian Magazine 2017
* Washingtonian magazine based on surveys sent to hundreds of people who work in the local financial industry. Magazine did performed research, consulting industry experts and publications. The “Top Financial Advisor” names on this list are the people who received the strongest recommendations.  Truist Investment Services, Inc. has conducted no independent verification of this third-party’s award criteria, selection or nomination process.  
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    * Washingtonian magazine based on surveys sent to hundreds of people who work in the local financial industry. Magazine did performed research, consulting industry experts and publications. The “Top Financial Advisor” names on this list are the people who received the strongest recommendations. Truist Investment Services, Inc. has conducted no independent verification of this third-party’s award criteria, selection or nomination process.