As a Senior Vice President; Wealth Management Advisor at Merrill Lynch Wealth Management, Jim Schmidt, CFP®, CIMA® concentrates on developing financial strategies for wealthy individuals and business owners. In addition to providing comprehensive advice and guidance, he can help you pursue your goals by building and managing personalized or defined strategies.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
