Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Jim entered the financial services industry in 1985 immediately after graduating from Fordham University with a degree in Finance and Quantitative Analysis. With over 30 yrs in the field, he brings a wealth of knowledge and experience, especially in the areas of portfolio construction and risk management. Jim focuses on assisting a select group of individuals, families, athletes and businesses with their current and future financial goals. Jim's objective is to assist clients on their path to financial success, as they define it.
Jim seeks to clarify and consolidate client's financial affairs, which helps simplify their financial lives. Jim will also bring in any related professionals that clients' may be working with (attorneys, CPAs, etc) to help accomplish goals.
Jim resides in Albany, NY. He is active in his community and enjoys coaching and mentoring area youths in his free time.
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.
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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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
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.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.