James Ambrose
Jim joined Merrill Lynch Wealth Management in 1998 after five years of practicing law*. He holds a Finance degree with a minor in Philosophy, as well as a law degree, both from Loyola University Chicago. A CERTIFIED FINANCIAL PLANNER® professional and member of Alpha Sigma Nu, Jim has also served as an Adjunct Professor at Creighton University. He advises families and institutional clients on asset allocation, investment manager selection, and customized financial planning. Jim values a collaborative approach, working closely with clients' tax and legal advisors to design and implement tax‑efficient investment and wealth‑transfer strategies. Jim and his wife, Jean, have four children.
*Jim does not provide legal advice in his current role with Merrill.
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.
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.
