Wealth Management Specialist
As an experienced financial professional with over 25 years of industry knowledge, Jim Campone seeks to provide financial guidance to individuals, families, and organizations to help assist them in pursuing their individualized financial goals. He has spent the last 5 years working specifically with credit unions in building comprehensive wealth management services for their membership.
Jim follows a fundamental planning process that focuses on 4 key elements. First, seeking to understand individual goals and experiences – learning what is important to each individual and organization and how they would like to reach their goals. Second, working collaboratively to develop a plan or roadmap to guide the journey and measure the progress of the plan. Third, implementing the strategy and adjusting to meet changes in desired outcomes. Last and most importantly, maintaining a frequent level of communication to continue to share information, address any questions or concerns, and provide continuous updates for the plan.
Jim has a lot of passion and takes joy in helping others pursue their financial goals. In his spare time Jim enjoys outdoor activities, fishing, golf, and spending time cooking for his family.