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.