Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 Specialists℠ (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 as a specialist 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
Personalized advice, disciplined investing and ongoing review can make this a reality.
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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*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.