Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
10320 Little Patuxent Parkway
Columbia, MD 21044
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James H. Lee, CIMA®, CRPS®, CPFA
James is a First Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management. He holds the Certified Investment Management Analyst® (CIMA®) designation awarded by the Investments & Wealth Institute™ after completing extensive graduate-level coursework and examination from the Wharton School of Business, University of Pennsylvania. He also holds the Chartered Retirement Plans Specialist℠ (CRPS®) designation bestowed by the College for Financial Planning and the Certified Plan Fiduciary Advisor (CPFA) designation conferred by the National Association of Plan Advisors. He has been in the financial services industry since 1998, and has been trained in the development of investment policy, asset allocation strategy, portfolio analysis, investment manager selection, and risk management. He also has been trained in fiduciary advisory and alternative investments.
He currently oversees the management of institutional assets (non-profits organizations, 401k Plans) and high net worth families. James is a current member of the board of directors of Adoptions Together and works on their fundraising and development committees. He is a founding board member of the Cisco Center Foundation (a special needs children’s resource center) and also a former member of the board of directors of the Abilities Network and Epilepsy Foundation of the Chesapeake Region. He was one of their fundraising committee chairs for several years. James has volunteered his time as a counselor for the Evelyn Burst Financial Research and Education Foundation. He was a panelist at the 2006 Investment Company Institute’s annual conference and presented his views on separately managed accounts and mutual funds. Investment News Daily, Financial-Planning.com, and Bloomberg News have interviewed him for his views on the investment industry. He is a member of the Investments & Wealth Institute™. He received his Bachelors of Science from Syracuse University in 1987. James enjoys spending time with his wife Celeste and their two children. He is an avid golfer.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
English & Korean
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We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address 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 approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.