Fischer, James and Associates
Merrill Lynch Wealth Management
253 Post Road West
Westport, CT 06880
(203) 341.4911
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Mission Statement
Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  We can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.

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, February 14th 2024| 12:00 PM EST
Valentine's Day Lunch Seminar

Please join us for our upcoming lunch event on Valentine's Day to hear from Ashely Rose Maisano of JP Morgan and Gaby Baum of Lord Abbett at Valbella.

Wednesday, November 15th 2023| 12:00 PM EST
Lunch Seminar featuring Phil Orlando of Federated Hermes

Please join us for a lunch seminar featuring Phil Orlando of Federated Hermes.

Thursday, March 21st 2024| 12:00 PM EST
Lunch with John O'Shea of Loomis, Sayles & Company

Please join us for lunch to hear from John O'Shea, CFA® of Loomis, Sayles & Company.

Tuesday, April 30th 2024| 12:00 PM EST
REIT Market Update Lunch Seminar with Cohen & Steers

Please join us for a REIT market update seminar featuring Chris Boland of Cohen & Steers.

Lunch will be provided.

Wednesday, May 22nd 2024| 12:00pm
Market Update Lunch Seminar featuring Andy Maloney of PIMCO.

Please join us for a market update lunch seminar featuring Andy Maloney of PIMCO. Lunch will be provided.

Wednesday, June 26th 2024| 12:00pm
Market Update Lunch Seminar featuring Chris Kerwin of Columbia Threadneedle.

Please join us for a market update lunch seminar featuring Chris Kerwin of Columbia Threadneedle. Lunch will be provided.

Tuesday, September 10th 2024| 12:00pm
Market Update Seminar luncheon featuring Emily Roland, CIMA, Co-Chief Investment Strategist, John Hancock Investment Management

Please join us for lunch to hear from Emily Roland, CIMA, of John Hancock Investment Management. Lunch will be provided.

Wednesday, October 23rd 2024| 6:00pm
Market Update Dinner Event featuring Stephanie Thomas of Bahl & Gaynor

Please join us for our upcoming dinner event featuring Stephanie Thomas of Bahl & Gaynor. Dinner will be provided.

Meet Our Team
Gregory Fischer,

CPFA™, CPWA®

Managing Director, Senior Resident Director
203.341.4911
William Benjamin James,

CTFA

First Vice President, Senior Relationship Manager
203.341.4932
Alexander Lewis Bauer,

CIMA®, CRPC™

Assistant Vice President, Investment Management Specialist
203.291.3891
Jacob M. Zaranek
Registered Wealth Management Client Associate
203.291.3867
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.

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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.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.