Jamie Wright
,
Senior Vice President, Wealth Management Advisor
800 E Colorado Blvd
Pasadena, CA 91101
626.304.1596
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

James is a Senior Vice President, Wealth Management Advisor, and Retirement Benefits Consultant in Merrill’s Pasadena, California office. He has been with Merrill Lynch Wealth Management since 1997. He holds a Chartered Retirement Planning CounselorTM designation, Certified 401k Professional Designation (C(K)P), Certified Plan Fiduciary Advisor, CPFATM designation and earned the designation of CIMA® through the Investments & Wealth Institute (The Institute) in conjunction with the Wharton Business School. With many years of experience, he focuses in customized financial recommendations that include retirement planning, corporate stock options, 10(b) 5-1 plans, concentrated stock positions, alternative investments*, estate-planning issues and money management. He also focuses on executive and corporate services including, qualified and non-qualified retirement plans, ESOP’s, ESPP’s, Defined Benefit Institutional Consulting and liability management for both corporations and individuals.

In order to establish objectives, develop fitting strategies, make recommendations, and review the progress towards reaching goals and objectives, he insists on understanding the specific needs and biases of every client. Clients can expect to receive personalized advice and access to the specialized investment services essential to sophisticated investors and their families.


*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

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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C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
James Wright is registered to do business in AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, KS, MD, MI, MN, MO, NC, ND, NE, NJ, NV, NY, OK, OR, PA, RI, SC, SD, TX, UT, WA, WI, WY.