With over 25 years of experience, Jim McLaughlin provides a comprehensive, transparent, and highly personalized approach to wealth management. He works closely with a select group of clients—including affluent individuals, families, and corporations—to ensure their financial strategies align with their most important long-term goals. Jim specializes in areas such as retirement income planning, estate strategies, and tax-efficient investing. His disciplined, straightforward process is designed not only to help clients achieve their objectives but also to provide clarity and confidence throughout every step of the journey. Jim earned his bachelor’s degree in finance from the University of Iowa and holds both the Chartered Retirement Planning Counselor™, CRPC™ and Certified Plan Fiduciary Advisor®, CPFA® designations. He and his wife, Autumn, live in Elmhurst, Illinois, with their three children—Lyla, Leo, and Luka.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
