James McCrone
Financial Advisor at Equitable Advisors | Don’t wait for tomorrow | Start today - build Your financial legacy
- Role
- Financial Advisor at Equitable Advisors
- Location
- Independence, OH, US
- LinkedIn followers
- 500 followers
About James McCrone
James (Jimmy) McCrone joined Equitable Advisors, LLC in 2025 after graduating with a degree in finance from Ohio University. Jimmy currently holds his Ohio Life and Health License and FINRA Series 7 and 66 Registrations.As a financial advisor, Jimmy is passionate about helping people develop their own personalized financial strategy plans. His supportive approach can help you make well-informed decisions about your financial future. Jimmy is excited to work with individuals, families, and businesses to assist them in working towards their financial goals.Jimmy was born and raised in Willoughby, Ohio and enjoys watching football with friends, spending time with family, and playing guitar in his free time.
Experience
Financial Advisor
Dec 2025 — Present · Independence, OH, US
Why is it important to develop a financial strategy? In order for individuals, families, and business owners to reach their ultimate financial objectives they need to implement a sound financial plan to include both short- and long-term goals. Establishing what you want to achieve is often the easy part. Constructing and implementing a strategy to work toward those goals is the challenge.I have focused my practice on working with my clients to help them through the decision-making and implementation process of the financial planning process.My analysis focuses on the following process- Discover clients’ situation- Profile clients’ priorities- Analyze client data and help them create a strategy- Plan implementation- Review the plan annually- Help you Monitor progress toward goalsJust some of the areas I address include- Asset Allocation- Education Funding- Retirement Planning and Distribution strategies- Long-Term Care Insurance- Disability Income Insurance and Analysis- Survivorship- Estate Planning strategies- Business StrategiesEach decision made in one area affects the rest. While it is important to address each concern individually, it is even more crucial to assess how they interact. Understanding and planning for that interaction is the value I bring to my clients.
Education
Ohio University
Bachelor of Business Administration - BBA, Finance and Business Analytics
Gilmour Academy
High School Diploma
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