About Us

James Healy

Retirement Planning Specialist
Phone: 952-442-9211
Fax: 952-443-4728

Jim Healy has been effectively providing financial advice and service to his clients since 1987.

As an Equitable Advisors financial professional, he is dedicated to helping clients build secure financial futures.  To do it right takes commitment, planning and the services of a capable, experienced financial professional.

With more than 30 years of experience, Jim has the knowledge and resources to help you develop and implement a sound financial strategy.  “My top priority is to help individuals and businesses meet their wealth accumulation, preservation and protection needs.” 

“My job is to assist in mapping your financial goals and then provide the advice, products and services needed to successfully attain them.”  Through Equitable Advisors and its affiliates, he can offer a broad range of financial products and services.

Jim’s continued industry training has qualified him as a Retirement Planning Specialist (a title awarded from the University of Pennsylvania, The Wharton School). He has earned the FINRA Series 6, 7, 63, 65, and 24 licenses and has been awarded the Circle of Excellence Award.

Jim is a 1987 graduate from the College of St. Thomas with a degree in economics and resides in Chaska with his wife Tina and their four children.

Jim is thankful for the privilege of working for you and for your continued support and business!

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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