Since 1985, Jim Below has been a Financial Advisor helping individuals and small businesses manage their wealth. His focus is helping plan sponsors with the management and administration of retirement plans – specifically 401(k), Profit Sharing and Defined Benefit plans.

Mr. Below holds the Chartered Retirement Planning Counselor, Chartered Retirement Plan Specialist and a Certified Plan Fiduciary Advisor^® designations.

Mr. Below also holds the titles of Retirement Benefit Consultant and Portfolio Manager.

Prior to becoming a Wealth Managementl Advisor, Mr. Below founded Senergy Incorporated, a consulting firm that procured financing and developed energy saving projects for commercial buildings.

Mr. Below attended both the University of California at Berkeley and Humboldt State University where he focused on economics and accounting.

Mr. Below is married and lives with his wife and one son.

 *A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.
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.