James Giaccia
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
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.
I provide personalized financial strategies to address my clients' financial objectives and concerns and address the issues that many may overlook. My select clients are professional individuals and families who live demanding lives, and value having a financial roadmap in place to help navigate life's uncertainties. I advise on:• Banking and Cash Management Services • Corporate Executive Services • Wealth Management Services • Home Financing and Customized Lending through Bank of America, N.A. (NMLS# - 18889377) • Investment Management Services • Insurance Services • Long Term Care Planning • Trust and Estate Planning ServicesI would love the opportunity to provide you an informed second opinion on your financial situation.
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.
