I have practiced at Merrill Lynch Wealth Management since 1996 and currently hold the title of Senior Vice President- Wealth Management Advisor in the Huntsville, Alabama office. Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today’s changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.Please contact me or one of my team members to set up a meeting to talk about how I can assist you in organizing your finances and help you achieve your financial goals. Contact me directly at 256-650-2438 or my client associates: Amanda Hazy at 256-650-2417 or Amber Johnson at 256-650-2427.I look forward to meeting you,Cal James
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.
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.
