Jim has spent the majority of his career as a Portfolio Manager and Equity Analyst with premier firms such as Dreyfus Corporation, BNP Paribas and Avenue Capital. Just prior to joining Merrill Jim was a publishing sell-side Analyst covering Industrial companies. Most recently he spent four years as a Director, Sr. Investment Strategist with the Portfolio Strategies/Solutions Desk at Merrill advising Financial Advisors and clients on the markets, economy, investment themes and implementation.
As a Merrill Financial Advisor he draws on all his vast investment knowledge and market experience to help clients meet their wealth management goals and aspirations while carefully managing risk. In addition, the breadth of coverage and insight provided by Merrill Lynch Wealth Management resources help guide Jim in creating a financial strategy for clients.
Jim works to provide an exceptional level of client care, customization and service and he invites you to contact him to see how his over 35 years of institutional and retail investment experience can help meet your financial needs.
Jim lives in Armonk, NY with his wife, Judy, and has two grown children. In his spare time he enjoys tennis, paddle tennis and skiing. Jim is a graduate of Manhattanville College and holds a BA degree in Biology.
As a Merrill Lynch Wealth Management Retirement Accredited Financial Advisor (RAFA), Jim Ruskin is one of a select group of Merrill advisors focused on defined contribution plans who can add value to your plan by:
- Offering access to 3(21) fiduciary services1
- Helping you shape your investment strategies
- Offering thoughtful advice without a proprietary investment requirement
- Providing periodic reporting and helping you understand results and measurements to assist you in managing your plan over time
- Working with you to create a plan that is designed to drive employee engagement and a positive participant experience
- Assisting in the delivery of employee financial wellness programs and education
- Helping employees connect their life priorities with their finances to help them pursue what matters most to them
1 Fiduciary Advisory Services is an investment advisory service sponsored by Merrill. It will only be offered to defined contribution plans record kept by Bank of America Merrill Lynch and plans record kept by our Advisor Alliance providers. It is available for plans up to $500 million in plan assets. For more information on plan eligibility speak to your Merrill advisor.
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.
