Jim Sapp
,
Vice President, Financial Advisor
4801 W.Main Street
Dothan, AL 36305
334.677.0507
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Profile

Jim Sapp, Financial AdvisorVice President, began his financial services career in 1994. As a Financial Advisor Jim can assist you by helping you build a wealth management strategy to address your individual needs. Jim focuses on delivering a comprehensive approach to managing wealth, beginning by listening and helping you make informed decisions as you develop your strategy.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Adam O'Brien
Registered Wealth Management Client Associate
334.677.0513
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Craig Camp
Market Linked Investments Specialist
Bank of America, N.A.
Allison Mulgrew
Wealth Strategies Advisor
Bank of America, N.A.
Tiffany L Johnson
Wealth Management Banking Specialist
Merrill
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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
James Sapp is registered to do business in AL, CO, FL, GA, IN, KY, LA, NC, NJ, TX, VA.