After earning his Bachelor of Arts in Economics from Hampden-Sydney College, Jim began his tenure in financial services. He is currently a Senior Financial Advisor. Desiring cutting edge resources for his clients, he joined Merrill Lynch Wealth Management in 2015. Jim and his wife Elizabeth currently live in Swannanoa with their two children Lily and Beau. He serves their local Western North Carolina communities by volunteering with a number of local entities, including Serve To LEAD in Asheville.
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.
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.
