James McCrorey

James McCrorey

Managing Director, Private Wealth Advisor

I started my working career as a cabinet maker and worked for my dad from age 13. He taught me that when you own your own business, your word is your bond, and that hard work won't kill you. Starting part-time for a few years, while still working for my dad, I began My financial career journey in 1988 with Primerica Financial. Leaving Primerica as a Regional VP in 2000 I joined PNC Investments, and then Citizens Securities in 2005 before becoming an independent advisor with Gladstone Wealth Partners in August of 2022.  I had attained the designation of Certified Retirement Counselor (CRC) in 2016 and believe that each client is uniquely different with distinct needs and goals. 

I view investments as tools. Only by getting to know the client personally, can we put a plan together that will use those "tools" to pursue their goals and dreams. I believe that building personal relationships with my clients is more important than building an investment portfolio for them.

I implement individual focused solutions versus a “cookie cutter, one size fits all” product push that unfortunately have been employed by other financial firms for years.  This personal consultative approach has allowed me to earn and maintain long lasting relationships with my clients.

I reside in the North Huntingdon, PA area and am married with 4 children and three grandchildren.  I am active in my church and enjoy playing percussion on the worship team, teach small home group classes and enjoy woodworking in my home workshop.