James McCrorey

James McCrorey serves as Managing Partner at Gladstone Wealth Partners in Irwin, PA, where he leads client advisory and financial planning services. In this capacity, he is responsible for collaborating with individuals, families, and businesses to develop investment and wealth management strategies tailored to long-term financial goals. His work includes coordinating with Gladstone’s broader network and leveraging his affiliation with LPL Financial to offer an extensive suite of investment options.

Prior to joining Gladstone Wealth Partners in August 2022, McCrorey spent over 17 years as a financial advisor at Citizens Securities, Inc., where he specialized in comprehensive wealth planning for private clients. Earlier in his career, he was affiliated with PNC Investments, building expertise across personal investment management and retirement planning.

McCrorey’s advisory services typically cover sectors such as equities, fixed income, mutual funds, and retirement accounts, with a specific focus on helping clients optimize asset allocations in accordance with changing market conditions. He is a Registered Representative and offers securities and advisory services through LPL Financial. While educational details are not publicly disclosed, McCrorey is recognized for his long-standing commitment to fiduciary standards and building lasting client relationships in wealth management.