Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Jim Smith, First Vice President and Wealth Management Advisor, joined Merrill Lynch in 1986. Along with a team of 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 Lynch 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 Lynch 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.
In his spare time, Jim serves on the Board of Directors of the Madison County Economic Development Authority (MCEDA) representing District 3. He also serves on the Board of Directors of the Madison County Business League and Foundation. Previously Jim 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 Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of Mississippi
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, 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 Lynch, trust and fiduciary services from U.S. Trust, 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.
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 give you peace of mind* that you're on track to help 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 destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*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. 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 financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.