James Wolf has been in the financial services industry since 2007 and joined Merrill in 2013. He holds a Bachelor of Science in Finance and Marketing from the Darla Moore School of Business at the University of South Carolina. James is a senior member of The Anderson Wolf Godsey Group that has over 90 years of experience.
He focuses on developing strategies for high-net-worth individuals, their families and their businesses to help them pursue their financial goals. He addresses the various aspects of client’s financial lives – family, home, health, giving, work, leisure, and finances. James creates a working list of client objectives including investments, tax minimization, retirement assets and lending services to craft strategies designed to help clients with a clear path to build, manage, and preserve their wealth for current and future generations to come.
His goal is to bring simplicity and clarity to client’s financial lives. He works closely with your attorneys, tax professionals, and business insurance experts.
*Banking products and services provided by Bank of America, N.A.
James is President of the Charlotte Gamecock Club and MyCarolina Alumni Association. He is also a member of the Charlotte Chamber of Commerce, SC Alpha Alumni Association, Cystic Fibrosis Standout Charlotte, and Gamecock Club Board of Directors. He supports many other charities as well.
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.
CFP®
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.
