Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Jim Bullard is a financial advisor in the Palos Verdes Peninsula office.
A native of Southern California, Jim grew up pursuing his dream of playing professional baseball. He attended the University of California Santa Barbara on a baseball scholarship; which ultimately led to him being drafted by the Chicago White Sox. After six seasons of professional baseball, Jim was forced to retire due to multiple elbow and back injuries.
Upon retirement from his baseball career, Jim transitioned into finance. He spent four years as an asset manager of a private equity firm before venturing out and co-managing a private real estate investment fund. In 2011, he joined Merrill Lynch as a financial advisor.
As a financial advisor at Merrill Lynch, his focus is on providing customized wealth management services to his clients by educating his clients, helping to preserve their hard earned capital and seeking to provide them a lifetime stream of income. He supports the specialized needs of professional athletes, corporate executives, real estate professionals, attorneys, business owners, corporate retirement plans, and wealthy individuals and families.
Jim is active in the community and serves on the Board of Directors of the Edward Charles Foundation in Beverly Hills, and coaches baseball with the Garciaparra Baseball Group.
UC Santa Barbara
Personalized advice, disciplined investing and ongoing review can make this a reality.
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.
Senior Wealth Management Lending Officer, NMLS #637492
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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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.
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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.