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Accessible, knowledgeable and experienced, I am committed to building and maintaining a strong relationship with you. I am passionate about what I do and I bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Jim has been with Merrill since 2006. Jim was recognized by Forbes Magazine in 2019, 2020, 2022 and 2023 as one of the “Best-in-State Wealth Advisors” (Published annually Jan – April. Rankings based on data as of June 30 of prior year) as well as “Best-in-State Wealth Management Teams” in 2023 for the state of Nevada (Published on January 12, 2023. Rankings based on data as of March 31, 2022). Prior to Joining Merrill, Jim specialized in financial planning and asset management for high net worth clients at UBS Financial Services and Northern Trust. His work with successful individuals and families helped them to focus on investment management, liability management, estate and philanthropic planning, retirement planning and tax minimization strategies. Jim received his Bachelor of Science degree in Business from Ferris State University. He holds an Executive Certificate in Financial Planning from the University of Nevada at Las Vegas and is a holder of the CERTIFIED FINANCIAL PLANNER™ certification issued by the Certified Financial Planner Board of Standards, Inc. In addition Jim also holds the CHARTERED RETIREMENT PLANNING COUNSELOR™ designation issued by The College for Financial Planning Institutes Corp. He also earned a certificate in Exit Planning from the Exit Planning Institute. He is the former President of the Nevada Chapter of the National Association of Stock Plan Professionals, Las Vegas Area Boy Scout Council Endowment Committee, UNLV Foundation Planned Giving Board of Advisors, and the Nevada Community Foundation Professional Advisory Council.
Jim and his wife, Debbie, have been married for 36 years and enjoy spending time with their 3 children and 5 grandchildren.
English
Ferris State University
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Strategist
Merrill
Wealth Management Banking Specialist
Merrill
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1516670
We understand that both your life and the financial markets can change over time. By 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.
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Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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