2025 Midyear Outlook: On the road to recovery

Watch this webcast from our Chief Investment Office for insights on how you can prepare for the second half of the year, to help you make the most of the current investment landscape.

Watch now

I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals.

James Maloney

Financial Advisor

108 Main Street North

Floor 02

Southbury CT 06488

(203) 573.5713

Learn more about an advisor's background on

I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals.

ProfileInsightsAbout Merrill

Profile

My name is James Maloney and as a Merrill Financial Advisor, my passion is working with you to help pursue your hopes and dreams. I enjoy getting to know you and what matters most to you, to help create a personalized investment management strategy to stay on track toward your goals. I am here to provide investing advice when you want it, as well as to provide access to Bank of America for your banking and lending needs.

Insights

The new bill: How could it affect your taxes?

New sector leaders — and losers. What’s working? What’s not?

Saving for college? 3 ways to build a nest egg

Stay ahead of student scams

How to plan for your income needs in the 3 stages of retirement

8 key retirement deadlines you won’t want to miss

About Merrill

Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.