Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes "Best-in-State Next Generation Wealth Advisors" in North Carolina, in 2019
James Wolf has been in the financial services industry since 2007 and joined Merrill in 2013. He holds a Bachelor of Science in Finance and Marketing from the Darla Moore School of Business at the University of South Carolina. James is a senior member of The Anderson Wolf Godsey Group that has over 90 years of experience.
He focuses on developing strategies for high-net-worth individuals, their families and their businesses to help them pursue their financial goals. He addresses the various aspects of client’s financial lives – family, home, health, giving, work, leisure, and finances. James creates a working list of client objectives including investments, tax minimization, retirement assets and lending services to craft strategies designed to help clients with a clear path to build, manage, and preserve their wealth for current and future generations to come.
His goal is to bring simplicity and clarity to client’s financial lives. He works closely with your attorneys, tax professionals, and business insurance experts.
James is President of the Charlotte Gamecock Club and MyCarolina Alumni Association. He is also a member of the Charlotte Chamber of Commerce, SC Alpha Alumni Association, Cystic Fibrosis Standout Charlotte, and Gamecock Club Board of Directors. He supports many other charities as well.
University of South Carolina - Columbia
Forbes "Best-in-State Next Generation Wealth Advisors"
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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.
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 Management Lending Officer
Bank of America, N.A.
Bank of America, N.A.
Structured Credit Executive
Bank of America, N.A.
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.
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.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
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.
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.
We put you first, every day.
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.