Jim has a strong knowledge of Financial Planning & Tax Mitigation Strategies. As a financial and retirement planner, Jim is dedicated to helping clients define and achieve their financial goals. Adept in the areas of Equity Compensations and Employee Stock Plan management, Jim helps clients maximize their benefits, while planning for tax efficient diversification and distribution.
As a Senior Portfolio Advisor, Jim aims to guide you through the complexities of your wealth and provide solutions that align with your goals for a comfortable and secure path forward. A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis, custom investment strategies. We have the ability to select from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.
When not reading up on the markets or regulatory changes, Jim can be found spending time with family, golfing, or a combination of the two.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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.
