James Cargill has experience helping executives manage concentrated stock positions or deal with the challenges of important transition events like retirement, inheritance or the sale of a business, as well as providing access to Bank of America Private Bank trust and estate planning services and Bank of America's credit, lending and overall banking convenience. In addition, he can work with your outside attorneys, accountants and other professional advisors to help coordinate financial and legacy plans.
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.
Choosing appropriate investments is critical but it represents only one element of my wealth management strategy. I utilize Merrill's far-reaching resources to actively manage both sides of your balance sheet. I focus on maximizing cash flow. They say a goal is a dream with a due date. I believe in setting and tracking specific financial goals. As your trusted financial resource, I am there to help fund your goals by helping you make more informed financial decisions as you develop in your career and throughout retirement.
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.
