James R. Healy
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James R. Healy Email & Phone Number

Financial Professional at Canopy Financial Group at Canopy Financial Group
Location: Victoria, Minnesota, United States 2 work roles 1 school
1 work email found @equitable.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email j****@equitable.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Financial Professional at Canopy Financial Group
Location
Victoria, Minnesota, United States

Who is James R. Healy? Overview

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Quick answer

James R. Healy is listed as Financial Professional at Canopy Financial Group at Canopy Financial Group, based in Victoria, Minnesota, United States. AeroLeads shows a work email signal at equitable.com and a matched LinkedIn profile for James R. Healy.

James R. Healy previously worked as Retirement Planning Specialist at Equitable Advisors. James R. Healy holds Bachelor Of Arts (Ba), Economics from University Of St. Thomas.

Company email context

Email format at Canopy Financial Group

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jhealy@equitable.com
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AeroLeads found 1 current-domain work email signal for James R. Healy. Compare company email patterns before reaching out.

Profile bio

About James R. Healy

Dedicated to guiding my clients build secure financial futures through commitment, planning and service. With over 33 years of experience helping individuals meet their estate, retirement planning and life insurance needs, I have the resources and knowledge to help you develop and implement a sound financial strategy. My role is to assist you in mapping out your financial goals and to select the appropriate path(s) to help you accomplish your objectives. As a member of the Canopy Financial Group, my mission is to take complex financial options and assist clients in implementing comprehensive straight-forward strategies. Canopy Financial Group is an elite group of financial professionals distinguished for achieving the highest standard for professionalism and service who average more than 25 years of experience.Joined Equitable Advisors in 1986 following my graduation from the College of St. Thomas with a BA in Economics. I have earned the designation of 'Retirement Planning Specialist' from the University of Pennsylvania, The Wharton School. I have also earned my FINRA Series 6, 7, 63, 65, and 24 licenses and have been awarded the Circle of Excellence and Veteran Service Awards.

Current workplace

James R. Healy's current company

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Canopy Financial Group
Canopy Financial Group
Financial Professional at Canopy Financial Group
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2 roles

James R. Healy work experience

A career timeline built from the work history available for this profile.

Retirement Planning Specialist

Current

Retirement Planning Specialist title awarded by Equitable, based upon receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and Equitable Network are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your receipt of this e-mail does not necessarily indicate that the sender is able to transact business in your state. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.Canopy Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Feb 1987 - Present
1 education record

James R. Healy education

FAQ

Frequently asked questions about James R. Healy

Quick answers generated from the profile data available on this page.

What company does James R. Healy work for?

James R. Healy works for Canopy Financial Group.

What is James R. Healy's role at Canopy Financial Group?

James R. Healy is listed as Financial Professional at Canopy Financial Group at Canopy Financial Group.

What is James R. Healy's email address?

AeroLeads has found 1 work email signal at @equitable.com for James R. Healy at Canopy Financial Group.

Where is James R. Healy based?

James R. Healy is based in Victoria, Minnesota, United States while working with Canopy Financial Group.

What companies has James R. Healy worked for?

James R. Healy has worked for Canopy Financial Group and Equitable Advisors.

How can I contact James R. Healy?

You can use AeroLeads to view verified contact signals for James R. Healy at Canopy Financial Group, including work email, phone, and LinkedIn data when available.

What schools did James R. Healy attend?

James R. Healy holds Bachelor Of Arts (Ba), Economics from University Of St. Thomas.

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