Fischer, James and Associates
Merrill Lynch Wealth Management
1499 Post Road
Fairfield CT 06824
(203) 418.2009
Learn more about an advisor's background on
Recognition
Fischer, James and Associates
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Value Proposition

Families with substantial wealth often lead complex financial lives. Fischer, James and Associates are dedicated to helping these families achieve the life goals they envision through strategies to grow and preserve wealth and pass it along to future generations.The journey through life can bring many challenges, from the expected (such as educating children or preparing for retirement) to the unforeseen (such as divorce, disability or the death of a spouse). We are attuned to these challenges and committed to helping you prepare financially to meet them.Our approach is collaborative. We work closely with clients to understand their financial goals and concerns, and then draw on our individual and collective experience to tailor strategies to specific wealth management needs. We seek to provide thoughtful, insightful guidance on the financial matters that are most meaningful to you — from investment management strategies to home financing through Bank of America, N.A., and assistance with liabilities to wealth transfer and retirement income planning strategies based on your anticipated lifestyle.We believe in building long-term relationships based on transparency and trust. We are committed to working within your financial strategy and we will assist you with any course corrections in your wealth management "road map" as important changes occur in your life. Our over-arching goal is to provide the financial guidance you need to pursue your life on your terms.*NMLS ID 589601

Wednesday, May 21st 2025| 6:00 pm
Helping to secure your retirement featuring Jennifer Taboada of BlackRock

Please join us for our upcoming dinner event featuring Jennifer Taboada of BlackRock.

Meet Our Team
Gregory Fischer,

CPFA®, CPWA®

Managing Director, Resident Director - Wealth Management Advisor
203.418.2009
William Benjamin James,

CTFA

First Vice President, Senior Relationship Manager
203.418.2010
Jacob M. Zaranek
Officer, Registered Wealth Management Client Associate
203.418.2012
Matthew Garcia
Assistant Vice President, Registered Wealth Management Client Associate
203.418.2013
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Christopher Calipa
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #969177
Lori Patrick
Wealth Management Banking Specialist
Merrill
Jeffrey Wiedmann
Wealth Strategist
Merrill
About Merrill

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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Certified Trust and Fiduciary Advisor and CTFA are sponsored by the ABA Institute of Certified Bankers.