James Makrianes

James Makrianes serves as a Financial Advisor at Merrill Lynch Wealth Management, where he partners with individuals and families to navigate the complexities of financial planning. His practice is rooted in a client-first philosophy, emphasizing a deep understanding of each person’s unique goals, values, and family priorities. By aligning financial strategies with what matters most to his clients, James helps them build personalized plans that support their long-term vision.
With a thoughtful and disciplined approach, James guides clients through defining meaningful financial objectives and crafting clear, actionable strategies to pursue them with confidence. Whether the focus is on retirement planning, legacy preservation, or achieving financial independence, he provides consistent support and insight throughout every stage of the financial journey.
James’s expertise spans a wide range of wealth management services, including asset allocation, risk assessment, retirement income strategies, cash-flow analysis, and trust and estate planning. He also offers clients access to tailored lending solutions through Bank of America, N.A., helping to integrate banking and investment needs into a cohesive financial framework.