Hello Clients and Friends,

Main Street Financial Advisory is pleased to announce the hiring of Jim Healy, effective February 2024. In his role as Financial Advisor, Jim will engage with individuals and families to help achieve their financial goals in a strategic and personalized approach. Jim’s values are aligned with Main Street’s philosophy that financial planning is for everyone. He is passionate about building relationships and delivering exceptional customer service.

Jim brings over 13 years of finance industry experience, supporting several iconic and recognizable brands. Jim spent the last five years at Keurig Dr. Pepper as a Senior Financial Analyst where he used data-driven modeling to maximize company profits for the Keurig brand. Prior to that, he spent eight years at Dunkin’ Brands in various finance roles supporting US development, business development and corporate real estate for both the Dunkin’ and Baskin Robbins brands. Jim has a Master of Science in Finance from Suffolk University and a Bachelor of Science in Finance from Western New England University.

For the last four years, Jim and his family have been clients of Main Street Financial Advisory and have seen first-hand the benefits of financial planning strategies and a disciplined approach to investing.

Jim lives in North Andover, MA with his wife Kristin and their three young children. He enjoys skiing and traveling with his family and coaching various youth sports teams.

I encourage you to reach out to Jim to say hello.

Cell: 617-710-6620

Email: jhealy@mainstreetfinancialadvisory.com

Best,

Patrick

Patrick B. McCoy, President

Main Street Financial Advisory LLC

291 Main Street

West Newbury, MA 01985

617-797-4916