James joined Merrill in 2016. He focuses on serving the complex needs of our clients by creating a personalized approach to wealth management planning that brings clarity to their financial lives. James is a graduate of Texas A&M University. He and his wife, Lauren, live in Houston with their two children, Elle and Connor and their pug Millie.
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.