About Jim Money, Jr., CLU, ChFC, Director of Operations

Jim joined The Money Advisor Group in March 2006. In his role as Director of Operations Jim provides technical assistance to virtually every area of the firm’s business. Jim is responsible for the management of qualified retirement plans for our business-owner clients through The Money Advisor Group. In addition, Jim applies his considerable experience and expertise in the development of personal financial plans using our eMoney system.

Jim has an extensive background in risk management and financial services having spent 18 years with New York Life Insurance Company. Jim works on cases requiring life, disability and long term care insurance for the firm and conducts research and project management in these areas as well.

Jim holds FINRA series 6, 63 and 65 securities licenses.

Jim is a proud veteran of the United States Air Force. Jim and his wife Laurie reside in Columbus, Ga where they enjoy spending time with their 4 children and 4 grandchildren.

Jim is a member of Cross Pointe Church.

Education
Chartered Life Underwriter; Chartered Financial Consultant, The American College, Bryn Mawr, Pennsylvania.

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