Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Jim has spent the majority of his career as a Portfolio Manager and Equity Analyst with premier firms such as Dreyfus Corporation, BNP Paribas and Avenue Capital. Just prior to joining Merrill Jim was a publishing sell-side Analyst covering Industrial companies. Most recently he spent four years as a Director, Sr. Investment Strategist with the Portfolio Strategies/Solutions Desk at Merrill advising Financial Advisors and clients on the markets, economy, investment themes and implementation.
As a Merrill Financial Advisor he draws on all his vast investment knowledge and market experience to help clients meet their wealth management goals and aspirations while carefully managing risk. In addition, the breadth of coverage and insight provided by Merrill Lynch Wealth Management resources help guide Jim in creating a financial strategy for clients.
Jim works to provide an exceptional level of client care, customization and service and he invites you to contact him to see how his over 30 years of institutional and retail investment experience can help meet your financial needs.
Jim lives in Armonk, NY with his wife, Judy, and has two grown children. In his spare time he enjoys tennis, paddle tennis and skiing. Jim is a graduate of Manhattanville College and holds a BA degree in Biology.
Personalized advice, disciplined investing and ongoing review can make this a reality.
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.
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.
Wealth Management Lending Officer NMLS # 78196
Director, Retirement Plan Specialist
Sr Structured Credit Exec-R
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.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill's asset aggregation tool
*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.