Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Calvin “Cal” J. James has practiced at Merrill Lynch since 1996 and currently holds the distinct title of Wealth Management Advisor. The Wealth Management Advisor title is awarded by Merrill Lynch to advisors who have extensive experience working with high net worth clients with investable assets in excess of $1 Million. Cal focuses on the wealth management needs of individuals, families and business owners by providing customized wealth management and retirement plans to pursue their short-term and long-term financial goals.
As a financial advocate for his clients, Cal takes time to understand his client’s goals and helps to develop a strategy that pulls all of their personalized information together. Cal’s number one priority with his clients is to keep them focused on where they want to go, advise them how to get there, and maintain a reasoned and disciplined approach along the way. Cal takes a hands-on approach to financial guidance and understands that the quality of life you enjoy during retirement depends greatly on the steps you take today.
Cal recently celebrated 22 years with Merrill Lynch. Cal is a 1980 graduate of the University of North Alabama, with a BS in chemistry and a minor in mathematics. Cal lives in Huntsville, AL with his wife of 35 years. Together they have three children, a son in law, a daughter in law and their dog, Baxter. Cal's hobbies include: reading, fishing, watching sports, listening to music and enjoying family time.
Connect with Cal:
Please contact one of my team members to set up a no obligation, in-office coffee meeting with me to talk about how I can assist you in organizing your finances and help you achieve your financial goals.
Contact me directly at 256-650-2438 or my Client Associates, Tara Rousseau at 256-650-2457 or Amber Johnson at 256-650-2427.
I look forward to meeting you!
Merrill Lynch Financial Advisor Website: www.fa.ml.com/calvinjames
University of North Alabama
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.