James Rogers

James has been in the financial services industry for over 11 years and has earned his Accredited Asset Management Specialist, AAMS^® designation and his Retirement Accredited Financial Advisor, and CPFA^TM designations. While working with various specialists, James services estate and wealth transfer strategies, education planning, retirement plan consulting, wealth preservation and insurance planning strategies. You may also benefit from the experience of a Wealth Management Lending Officer from Bank of America, N.A. who can provide strategic and personalized home financing guidance focused on your needs.  Working together, your Financial Advisor team and Lending Officer can draw upon an expansive array of home financing solutions designed to fit into your overall financial strategy and help you pursue your financial objectives. 
Before his starting his career as a financial advisor – James proudly served in the US Army as a paratrooper. James was honorably discharged after serving several courageous years of service in the Army and received his Bachelors Degree from the University of Phoenix.
He is very much involved with the community and is a member of the Veterans of Foreign Wars, American Legion, and is a member of the Christ Church of the Valley.

James resides in North Phoenix with his wife and five children.


*The Wealth Management Lending Officer does not offer investment advice, nor make recommendations on investment products. *NMLS#1095925
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.