Jim joined Merrill in 2017 after moving from Clearwater, FL with his family. Jim brings a wealth of knowledge to the team having worked in a variety of roles in the financial services industry since 2000 and has a particular interest in financial planning. He is passionate about providing the best client experience and meeting the needs of our clients when it comes to wealth and investment management, cash flow planning, and legacy planning. He holds a B.S. in Finance from Florida State University and is an avid Seminoles fan. Jim and his wife Maureen live in Charlotte and have two daughters (twins) and a son. He enjoys motorsports, playing golf, attending Cars and Coffee events, and loves Corvettes.*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
As your Merrill advisor, I take the time to understand what's important to you so I can provide personalized investment strategies built around your priorities, risk tolerance, time horizon, liquidity needs and goals. Thoughtful advice and guidance is provided to help you achieve your goals, including those related to your preferred lifestyle and desire to secure a legacy that can last beyond your lifetime.
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.
