James Munger
Financial Advisor
3508 Oakwood Mall Drive
Eau Claire, WI 54701
715.830.9750
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Accessible, knowledgeable and experienced, I am committed to building and maintaining a strong relationship with you. I am passionate about what I do and I bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
Profile

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

About Me
Welcome

One of the reasons I chose to become a Merrill financial advisor was my passion for educating clients about investing. I want to help you understand planning for your wealth, as well as the challenges and possibilities presented by the markets, and the impact this greater understanding can have on your full financial life.

Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Joseph McCullough
Wealth Strategies Advisor
Bank of America, N.A.
Casey Brown
Wealth Management Banking Specialist
Merrill
About Merrill

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.

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James Munger is registered to do business in DC, DE, FL, IA, KS, MI, MN, MO, MS, NM, OH, SD, TX, WI.