James McCormack

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

8200 Greensboro Dr

McLean, VA 22102-3803

Jim.McCormack@Truist.com

Phone 703-442-1713

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About me

Background

James McCormack is a Financial Advisor with Truist Investment Services, Inc., offering clients more than 30 years of financial services, retirement planning, and investment management experience. He takes a comprehensive, financial-planning-based approach to providing his clients with a positive 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

James is active in supporting youth sports and enjoys a round of golf with friends. James and his wife, Lisa, have three children, Matthew, Lacey, and Marin, and they 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

Locations

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