Jim Mccarthy

Managing Director

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

Worried About Market Volatility?

If market volatility has you feeling worried, it’s important not to let emotions get in the way. There are some things you should consider that may help manage expectations when markets start moving.

About Jim

As a Managing Director with Prudential, I can help you with many of the financial questions you have - from evaluating insurance needs to helping you prepare for college costs or meeting your retirement goals. My promise: to work tirelessly to help you achieve your goals. At Prudential, we are dedicated to building and maintaining close relationships with our customers– relationships founded on trust, respect and integrity. No matter what stage of life you find yourself in, as a Prudential Financial Professional, I can help you find solutions to your financial challenges. So whether you're 'Just Starting Out,' 'Settling into Retirement,' or somewhere in between, let's discuss your current financial situation, goals and challenges – and together we can help you meet your challenges.

Jim currently resides in Mount Pleasant, SC with his wife Kristin and 4 children, triplets Jimmy, Maddy, Lizzy and Drew.

I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!

 Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Living in Retirement

Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.

Protecting Your Family and Greatest Assets

Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

A Career Designed to Grow

Prudential Advisors' financial professionals have the autonomy to being clients the most appropriate options in the form of advice and guidance. Join us for a rewarding career!

A Broad Network of Financial Experience

We believe that every person should have an opportunity to create their own unique and beautifully complex story. We empower financial professionals with the platforms, flexible product offerings, and collaborative environments of support they need to help turn “I can’t” into “why not?”

A Focus on Removing Obstacles

A career in financial services is more than selling insurance, annuities, investments, and fee-based planning services. We help eliminate roadblocks that distract clients from writing their own stories of financial well-being.

A Way to Build Lasting Relationships

Whether it is through the protection of insurance, savings for retirement or college through investments or making informed decisions about their financial situation, the work we do helps to shape the stories of clients’ lives.

Experience

  • Managing Director

    Prudential

    July 2019 - Present | Mount Pleasant, SC

  • Associate Managing Director

    Prudential

    September 2017 - July 2019 | Buffalo, NY

  • Manager, Financial Services

    Prudential

    July 2008 - September 2017 | Chalfont, PA

    - Develops relationships with business leaders within local communities. - Develops Financial Professional Associates (FPA's) in the areas of relationship-based sales process, marketing strategy and client development.

  • FInancial Services Associate

    Prudential

    June 2007 - July 2008 | Chalfont, PA

The Prudential Difference

Get an Auto or Home Quote

    • Property & Casualty: SC
    • Variable Annuities: CT, DC, IL, KS, KY, LA, MI, MS, NC, NH, NJ, RI, SC, UT, WA, WV
    • Securities License: AL, AZ, CA, CO, DC, DE, FL, GA, IA, ID, MA, MN, MT, NC, ND, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TX, UT, VT, WA, WI, WY
    • Variable Life Insurance: CT, DC, IL, KS, KY, MI, MS, NC, NH, NJ, RI, SC, UT, WA, WV( LA License #899566)
    • Fixed Annuities: CT, DC, FL, GA, IL, KS, KY, MA, ME, MI, MS, NC, NH, NJ, RI, SC, TN, UT, VA, WA, WV( CA License #0H55825)( LA License #899566)
    • Life Insurance: CT, DC, FL, GA, IL, KS, KY, MA, ME, MI, MS, NC, NH, NJ, RI, SC, TN, UT, VA, WA, WV( CA License #0H55825)( LA License #899566)

Jim Mccarthy offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Jim Mccarthy offers insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. 1-800-778-2255 NY Coronavirus Information for Consumers (New York residents only.)Opens in a new window For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Check the background of this investment professional on FINRA’s BrokerCheck.