Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
1022 HIGHLAND COLONY PARKWAY
RIDGELAND, MS 39157
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Jim Smith, First Vice President and Wealth Management Advisor, joined Merrill Lynch Wealth Management in 1986. Along with a team of Firm specialists, he focuses on the creation of strategies and recommendations for clients that are designed to help them meet their short and long-term financial goals, including retirement and estate planning services. His approach to wealth management is consultative, objective and committed to excellence. He prides himself on his ability to listen to and interpret clients’ ideas about their financial situations, preferences and goals and he uses the vast resources of Merrill to help them explore a wide range of possible strategies.
Jim has a Bachelor of Business Administration from the University of Mississippi. Jim is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the Firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.
Active in his community, Jim served on the Board of Directors of the Madison County Economic Development Authority (MCEDA) representing District 3 as well as served on the Board of Directors of the Madison County Business League and Foundation. In addition, Jim previously served on the Madison County Planning and Zoning Commission representing District 3 and was President of the 500 member Dinsmor Homeowners Association where he served for over 10 years. For more than 30 years, he has also trained in the art of Taekwondo and has achieved the rank of 3rd degree black belt.
Jim is a native of Jackson and lives in the Reunion community in Madison, MS with his wife Kerri and two children, Maggie and James. He and his family attend Broadmoor Baptist Church
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.
University of Mississippi
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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.
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.
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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.
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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.