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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. I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
James W. Smith III
Financial Advisor
NMLS #2741782
1022 Highland Colony Parkway
Suite 100
Ridgeland MS 39157
(888) 654.6837
(888) 654.6837
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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. I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Profile
| James W. Smith III brings a broad financial background shaped by experience in tax, audit, and financial analysis. Prior to joining Merrill, he gained experience with HORNE LLP, now BDO, in its tax practice serving clients in the construction sector, and with KPMG in New York City, where he audited large publicly traded companies engaged in M&A activity across the communications and technology sectors. Drawing on this analytical foundation, James helps clients navigate financial complexity by translating technical concepts into clear, actionable guidance aligned with their short- and long-term goals. James earned a Bachelor of Accountancy with a minor in Economics from the University of Mississippi. During his time at Ole Miss he served as Vice President of National Activities for Beta Alpha Psi, the international honor society for financial information professionals, and as Vice President of Judicial Affairs for the Mississippi Alpha Chapter of Phi Delta Theta. He was also appointed to the Kleberg Emerging Leaders Institute, Phi Delta Theta’s premier leadership development program. Following the deep-seated Merrill tradition of community involvement, James is committed to supporting the communities he serves through volunteer and civic engagement. *James does not provide tax advice in his role at Merrill. |
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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.
Callon Green
Wealth Management Banking Specialist
Merrill
About Merrill
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James Smith is registered to do business in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY.
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.