James McGrath

Financial Advisor, RJFS
First Vice President

Service Area: Central/Southern New Jersey
Main Office: Fulton Bank of New Jersey - Marlton Branch, 195 North Greentree Road, Marlton, NJ 08053
Office:856-217-6175, 215.826.1690
Client Services Associate: Jackie Rago

Jim helps individuals to make informed decisions about their money to grow and preserve their assets. As part of this process, he offers comprehensive advice to clients who desire a high degree of personal service. His services assist clients in reducing taxes, managing the fear of financial loss, and retiring comfortably.

Prior to joining Fulton Financial Advisors in 2012, Jim was in the United States Army Military Intelligence Corps from 1986 to 1991 and attained the rank of Captain. His tenure in the financial industry began at Morgan Stanley (originally Dean Witter Reynolds, Inc.) from 1991 to 2005, and includes Wells Fargo Advisors (formerly Wachovia Securities) from 2005 to 2012.

Jim has a Bachelor of Arts degree in Economics from LaSalle University, (1986), and an MBA from Fairleigh Dickinson University, (1993).

He holds his Series 7, 63 & 66; PA & NJ Life & Health Licenses.