James Standish
,
Senior Financial Advisor
NMLS #851386
800 E Colorado Blvd
Pasadena, CA 91101
626.396.2819
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Discover a unique approach to wealth management, designed to craft personalized strategies tailored to your aspirations
Profile

Experience & Credentials
BA and MA in Economics
Earned the CRPCTM designation in 2012 and the CFP® certification in 2014
Worked in banking for over 20 years
Merrill Financial Advisor since 2011

 
Offering
Full-Service Banking, Brokerage, and Planning.
You decide on what you want, from getting a great rate on deposits to planning your spending in retirement.  From family and family business to enterprise capabilities delivered.
 

Expect
You can rely on receiving clear guidance and straightforward advice across all financial areas such as wealth management, insurance, banking services, and home financing through Bank of America, N.A.  Risk management delivered with a focus on the long-term development of financial security.
 

Nuts & Bolts
Industry leading app keeps you up to date and connected to your accounts 24/7.  Transfer money, deposit checks, scan and save documents, and more, all protected with state-of-the-art privacy and security protection. 

 

Personal
Music: Grateful Dead, Radio Head, Zero 7, or Lemon Jelly to name a few.  Movies: Blade Runner, Apocalypse Now, Day the Earth Stood Still (‘51), Everything Everywhere All at Once, and many others.  In the off hours: Fusion 360, Learned League, History, Human Behavior, or a little gaming.  After more than 20 years in Silver Lake, moved to Hancock Park with my wife and four children.


*NMLS#851386
About Me
Welcome

As a Senior Financial and Senior Portfolio Advisor with a CFP® certification, my mission is to help ensure your financial security through honest, competent, and diligent guidance. I am committed to developing a clear, long-term strategy tailored to your needs, both present and future. Utilizing time-tested diversification strategies, I aim to optimize your investments while minimizing risks, allowing you to focus on your life's work without the stress of financial uncertainties.

*A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.

Meet Our Professional Staff
Marcos M Lacson
Registered Senior Wealth Management Client Associate
626.304.1543
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.
Lourdes A Trillo
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #637482
Kevin World
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.
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.
James Standish is registered to do business in AZ, CA, CO, ID, MI, MT, NV, OR, PA, VA, WA.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.