James Watson III

James Watson III has over 20 years of experience in the financial services industry across wealth management, private banking, and small business banking. He has managed and advised full-service banking and investment relationships of high-net-worth/ultra-high-net-worth clients with a focus on wealth management / financial planning strategies. At Merrill, James works with high-net worth individuals, families, and small businesses, assisting them with their wealth management goals and objectives. He utilizes advanced strategies for goal-based, retirement, and estate planning with exposure to greater diversification, while helping to mitigate risks with lower volatility. In addition, he assists clients with complex investment needs and high tax sensitivity. With access to Bank of America's full suite of banking and lending solutions, James incorporates those products and services into his clients' overall wealth management strategies as well. Prior to joining Merrill, James worked at JPMorgan Chase in their Chase Private Client division as a Private Client Banker, UBS Private Wealth Management as a Wealth Planning Analyst, Wells Fargo Investments and Wells Fargo Bank as a Financial Consultant and Premier Banker, Bank of America as a Premier Client Manager, and Morgan Stanley as a Financial Advisor. James is a native of Los Angeles, CA, and received his B.A. in Political Science from the University of California, Berkeley. Outside of work, James enjoys traveling, fitness, and spending time with family and friends.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.