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James M

Series 65

Delray Beach, FL

HNW Synergy Advisors, LLC

James Mackey Jr. is a Series 65 licensed financial advisor with HNW Synergy Advisors, LLC in Delray Beach, FL, where he has worked since 2018. He has seven years of industry experience and also serves as Managing Director and Managing Member of AAA Hosts, LLC, a vacation rentals and event promotion company. HNW Synergy Advisors serves affluent and institutional clients by providing customized financial planning and investment consultation, focusing on recommending and overseeing third-party investment managers rather than directly managing portfolios. The firm employs a blend of fundamental, technical, and cyclical investment analysis and offers educational seminars on topics such as retirement and estate planning.

Cash flow / budgeting Debt management Long-term care insurance Retirement income strategy Charitable giving & philanthropy
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