The James & Tamadon Group

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Meet Our Group

Supported by the global resources of Merrill, our group is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Additional Resources

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.

Mauricio Cuellar

Mauricio Cuellar

Wealth Management Banking Specialist

James Brennan

James Brennan

Trust Specialist

Zanelle Diamond

Zanelle Diamond

Wealth Management Lending Officer, NMLS #1637789

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

Our mission is to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. We help you design, implement and periodically monitor a customized wealth management strategy that helps you and your family pursue your personal financial goals while managing investment risk. Our wealth management approach is about using wealth to help turn goals into reality.

Financial Care for Professionals

Physicians, attorneys, government employees and other professionals lead extremely busy lives and are focused on the urgent needs of their clients and families. We recognize the challenge of managing your own short and long term finanical needs while fulfilling your professional and family obligations.

Professional's needs are unique and could include any of the following:

  • Minimizing income tax liability by developing strategies in collaboration with your tax professionals
  • Transferring wealth and securing your family’s legacy, with the assistance of your attorney and Bank of America specialists, through the establishment of trusts, family foundations, donor-advised funds and other charitable trusts
  • Accessing lending services through our Wealth Management Lending Officer, who can offer an expansive array of home financing, and credit and lending services, including securities-based lending.  We also help you leverage Bank of America Merrill Lynch’s commercial bank to offer commercial property lending, lines of credit and cash management
  • Maintaining proper amounts of life, health and disability insurance for yourself and loved ones
  • Developing a long-term financial strategy while addressing day-to-day portfolio management as your career advances and your goals
  • Working with you in a time-sensitive manner, knowing that you are extremely busy and your career is a priority
Working with the right team and making appropriate financial decisions now could impact the financial well-being of you and your family for years to come.  Drawing upon our extensive experience and capabilities, our team of professionals work with you to help you benefit from your life's work.

*The Wealth Management Lending Officer does not offer investment advice, nor make recommendations on investment products.

Retirement Planning

Professionals, business owners and government employees are facing more risks than ever as they approach retirement.  While our team prepares our clients through planning and disciplined investment, some factors like longevity, healthcare, market conditions, and inflation are out of our control.  We help our clients mitigate these risks.

A disciplined retirement income planning process is critical to helping our clients articulate realistic retirement income goals that can be aligned to their income sources and assets. It also serves as a basis for making investment recommendations.  Our retirement income planning process helps drive an in-depth goals-based discussion. 

As our clients’ approach retirement age, each individual’s needs and circumstances are unique.  They could include any of the following that we can assist with:

  • TSP or Employer Sponsored Retirement Plan Distribution Options
  • Sale of a business
  • Retirement Income Planning
  • Navigating Social Security, Medicare and Long Term Care
  • Properly planning for healthcare expenses
  • Managing savings to last for longer life expectancies through asset allocation
  • Implications of working through retirement
  • Transferring wealth to future generations in an efficient manner and as you intend
  • Helping family members

Specialists

Our vast network of specialists and professionals at Bank of America and Merrill Lynch help us tailor our advice and guidance to serve your specific needs. For example, this includes three different individuals who serve as trust, insurance and retirement specialists. 

*You have choices for what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs and goals, you may choose to rollover to an IRA or convert to a Roth IRA, rollover a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is. Each choice may offer different investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment, and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care.


Your Financial Strategy

We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

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.

Staying on Track

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 you stay on track to achieve what's most important to you.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

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.

    Monitoring changes in your life and to your goals
    Monitoring changes in your life and to your goals

    Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

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    Access to what you need, when you need it

    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

      *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. Merrill Lynch Wealth Management 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.

      Let’s Have a Conversation

      There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs – a caring advisor who can leverage the investment insights of Merrill Lynch and access to the banking convenience of Bank of America to help clients face today’s financial and economic landscape. Let’s work together to help you achieve your goals.

      Why Merrill Lynch?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.


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      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

      Personalized advice from a dedicated financial advisor.

      Getting to know you is our primary goal.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.

      Adjusting your plan as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.