James Morner is a Wealth Management Advisor and holds the CFP® certification, and the CRPC™ and CPFA™ designations. James helps affluent families and business owners with all aspects of their financial needs.
As a Wealth Management Advisor, James takes a consultative and objective approach to wealth management by taking the time to understand the client’s financial situation, risk tolerance, time horizon, to establish a customized financial strategy centered on their goals and needs. Once a wealth management plan has been implemented, James periodically reviews the plan's progress with you to help make certain that your strategy is on track with your life changes and priorities. James’ wealth management philosophy places the investor front and center—while maintaining a focus on the market.
James has been in the financial service industry for 18 years and joined Merrill Lynch Wealth Management in 2007. Prior to joining Merrill, James worked for Oppenheimer & Co. in New York. He is a graduate of CSU, Long Beach, with a BA in Business Economics.
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.
