Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Jim began his career at Merrill Lynch Wealth Management in 1995 after graduating from Indiana University’s School of Business. There he earned his bachelor's degree in Finance and Marketing.
Today, he focuses on assisting families in establishing and maintaining personalized wealth management strategies. Jim follows a disciplined process that begins with first taking the time to fully understand each client's particular needs, concerns and priorities. He is passionate about delivering excellent service and is a CERTIFIED FINANCIAL PLANNER™ certificant.
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2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.