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Jim Manuola has been a part of the financial services industry since 1999. He feels strongly that Merrill offers the wealth management process, global resources, up-to-the-moment Web technology and strives to offer unparalleled opportunities that complement his ability to help clients achieve their financial goals.
Jim is a problem-solver who works to simplify high-net-worth clients’ financial lives, and assists them, their families and businesses in understanding the range of options and customized strategies—including estate planning services, investments, wealth transfer and retirement income—that may be employed at various stages. He works hard to gain clients’ trust to properly recommend appropriate asset allocations based on specific financial goals. He is also a firm believer in paying close attention to both sides of a client’s balance sheet, understanding that clients may benefit from the experience of a Wealth Management Lending Officer from Bank of America, N.A. who can provide strategic and personalized home financing guidance focused on your needs. Working together, your Financial Advisor team and Lending Officer can draw upon an expansive array of home financing solutions designed to fit into your overall financial strategy and help you pursue your financial objectives.
Jim has a Bachelor’s Degree in Business from Rutgers University (NJ). 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 Wealth Management 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. He and his wife, Kris, live in NJ.
Jim follows the deep-seated Merrill tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in our community.
English
Rutgers 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.
Trust Specialist
Merrill
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Employee Benefits Specialist
Bank of America, N.A.
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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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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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