James McIntosh
Assistant Vice President, Senior Financial Advisor
James is a Phi Beta Kappa graduate of the University of Connecticut Honors Program. James holds the Series 7 and 66 FINRA registrations and has over twenty years of sales and operations experience in the financial services industry. Since beginning in the year 2000, James has worked at Prudential Financial, Citigroup Asset Management, and UBS Financial Services. He joined Merrill in the fall of 2009, and lives in Greenwich, CT. He is a member of the Connecticut Ancestry Society, Fairfield County Gaelic America Club and the University of Connecticut Alumni Association.
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.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
