Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Jim is a Senior Financial Advisor who advises his clients in balancing the resources of today with the responsibilities of tomorrow.
Every person, family, and business is unique and deserving of a strategy tailored to their current situation and long-term goals. To that end, Jim builds a personalized wealth plan for each client, helping them to reach a sustainable levels of income, savings, debt, and spending. Clients can expect straightforward advice and personalized service in wealth management, insurance needs analysis, access to banking needs, and home financing through Bank of America, N.A. With a financial strategy in place, clients are free to focus precious time and energy on life’s other priorities.
Jim joined Merrill Lynch in 2011, with more than 15 years of experience in banking, finance, and management. After graduating with a master’s degree in economics, he began his financial services career as a senior accountant at a major Japanese bank. He next became a university instructor at American Graduate University, developing and teaching business and economics courses for military and government employees. While teaching, he began small businesses factoring, which led him to invest in a startup retail bakery. Jim grew from investor to General Manager and ultimately sold the business to return to his roots in financial services.
Jim earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc. and the Chartered Retirement Planning Counselor designation.
Jim lives in the Silver Lake district of Los Angeles with his wife and four children. He enjoys live music (particularly jam bands and the blues), camping, snowboarding, and attempting home improvements.
California State University at Long Beach
University of Denver
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, 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 Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of 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 give you peace of mind* that you're on track to help 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.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*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. 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 financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.