Jim has provided financial and wealth management advice and services to individuals and business owners for over thirty three years. He joined Merrill Lynch Wealth Management in 2003 and holds Series 7,66,31 FINRA registrations as well as Life Insurance licenses . A CPFA™ professional, his primary focus is to help clients build on their foundation for current wealth - creating an individually customized financial strategy in accordance with each client's unique values. The ultimate goal is to create a strong relationship built on mutual trust and respect. He offers a personalized approach with access to an expansive network of specialists at both Merrill Lynch Wealth Management and Bank Of America.
A First Vice President and Senior Financial Advisor, Jim is a 1988 graduate of the State University of New York at Oswego, with a B.S. in Business Administration and a minor in Economics. He is very active in his town through the Exchange Club of Needham, MA. where he lives with his wife Cathy and their two children.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
