James Spangler is a Wealth Management Advisor with the Wenzel Group, a nationally recognized wealth advisory team. James spearheads the team's growth and acquisition in Texas. James serves his clients with a singular purpose: to be the trusted leader and wealth manager of their financial journey, whilst building multi-generational relationships in the process. James believes anticipatory service is paramount to client success, and provides personalized wealth strategy and advice to individuals, families, and businesses alike. His areas of proficiency include, but are not limited to:
As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We put you at the center of our focus -- not the markets -- so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust your plan as needed.
ChFC®, CPFA™, CRPC™
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.