With 20 years in the financial services industry, James joined Merrill Lynch Wealth Management in 2023 and today focuses on serving employer's with their retirement plan needs. He received his bachelor's degree in Finance from the University of Oklahoma in 2003 and his MBA in Business from Oklahoma City University in 2008.
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.
Please join us for our Retirement Plan Sponsor Event with Empower, Capital Group, and Principal.
A Legislative and Regulatory Update, Where We're Headed, will be provided by Keith Mancini, Vice President - Government Affairs, Empower, based out of Denver, CO.
Understanding Target Date Funds, Process is Important, but so are Results, will be provided by Pollna Tsybrovska, Product Manager, Capital Group, based out of Chicago, IL.
Non-Qualified Deferred Compensation Plans, How to Help Retain Top Talent, will be provided by Dan Harty, Regional Vice President – Non-Qualified Plans, Principal, based out of Austin, Tx.
Question and Answer Session
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.
