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
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Senior Wealth Management Lending Officer, NMLS #637492
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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.
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