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:
- Transitional Events – Retirement, Change of Profession, Purchase/Sale of a Business, Inheritance
- Corporate Benefit Programs – Equity Compensation, Defined Benefit/Contribution Plans, Deferred Compensation
- Trust & Estate Planning Strategies- Legacy Planning & Wealth Transfer
- Charitable Giving, College Education Funding, Home Purchases, Credit, and Lending through Bank of America
Ongoing professional education is an essential commitment James makes to his clients, striving for consistency and constant evolution alongside markets, regulations, and opportunities. James is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Certified Private Wealth Advisor® (CPWA®) and the Retirement Benefit Consultant™ designations. James currently holds his Series 7 and 66 FINRA registrations.
James earned his B.B.A in Finance from the University of Miami, also obtaining a Minor in Spanish. James remains an avid Hurricane and is involved with alumni associations around the country. In his free time, James enjoys attending Houston sporting events and spending time with his family, friends, and mini goldendoodle, Samson.
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.
