Mooresville Office

136 Gateway Boulevard

Suite C
Mooresville, NC 28117
Jim Mundy

Jim Mundy

Registered Representative/Financial Advisor

Jim Mundy is a registered representative and a financial advisor. Jim combined his expertise with Cubby Bice in 2011. Prior to that Jim managed his own firm for 21 years. Jim has an overall 31 years experience in the financial services industry working directly with clients. Jim Mundy was born and raised in Charleston WV. He is a 1975 graduate from George Washington High School. After graduation he proceeded to take business classes at Glenville State College in Glenville, WV from 1975 to 1977. Along with Jim’s vast experience in retirement accumulation, income planning and estate planning, he also earned a Life Underwriter Training Council Fellow (LUTCF) in 1996.