James Heavey, MBA, Accredited Investment Fiduciary®

James Heavey is the owner and Investment Advisor Representative at James Heavey Wealth Advisors, LLC. Jim has specialized in creating financial strategies to meet the unique needs of business owners for more than a decade.

Prior to establishing his current firm Jim was an Investment Advisor Representative and branch manager with John Hancock Financial Network and an Investment Advisor Representative with Waddell & Reed, Inc.

Outside of his business, Jim is a lifelong runner and an avid outdoorsman. He lives with his wife, Cindy, and daughter, Katie in Union, Maine.

Education and Professional Certifications

Accredited Investment Fiduciary® (AIF®)
FINRA Series 65
B.S. in Business Administration, St. Joseph’s University, Philadelphia, PA
MBA in International Business, Southern New Hampshire University.

Areas of Practice

Financial planning
Investment management
Small business retirement plans
Fiduciary services

Professional and Community Affiliations

Penobscot Bay Chamber of Commerce
Knights of Columbus, Rockland, ME
Board member, The Caring Fund, Camden, ME
Financial Planning Association ®