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Jim Brogan

Jim Brogan

Knoxville, TN

Joined: October 13, 2011

About Me

Name: Jim Brogan
 Job Title: President and Founder
 Company Name: Brogan Financial, Inc. Biography: Jim Brogan, MBA, is a well-known financial educator, author and radio talk-show host. Jim was named the 2011 National Advisor of the Year by Senior Market Advisor Magazine, the industry's leading publication for advisors specializing in retirement planning services. Each weekend, Jim hosts “More Living with Jim Brogan,” East Tennessee’s leading resource for citizens over age 50. In addition to his radio show, Jim is a contributor for WBIR Channel 10 NBC, appearing monthly to discuss topics impacting retirees and soon-to-be retirees. During the week, Jim serves as president and founder of Brogan Financial, a business he has dedicated to serving the unique and often complex financial needs of retirees, as well as those getting ready to retire. In addition, Jim also serves as the chief financial officer of Brogan Financial, and monitors and manages all client investment portfolios. Jim has taught non-credit courses at The University of Tennessee and Pellissippi State Community College since 2005. In addition to his teaching role, Jim also serves on the Advisory Council for The University of Tennessee’s Department of Finance. Because of his extensive knowledge and experience, Jim is recognized as one of the nation’s top experts on the IRS’s complex rules governing retirement account distributions. Jim’s firm, Brogan Financial, is an SEC Registered Investment Advisory firm. Jim is Board Certified in Estate Planning (BCE), is a Certified Retirement Financial Advisor (CRFA), and he holds his Master’s Degree in Business (MBA) from The University of Tennessee. Jim is committed to the local community and volunteers with his church, The University of Tennessee’s College of Business as a mentor and awards judge, and several charitable organizations in the area. Jim is a lifelong East Tennessean. He currently resides in Knoxville with his wife, Dee Dee, and children, Mary Caroline and Elizabeth Grace.
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