As a Merrill Lynch Financial Advisor, James works alongside business owners, corporate executives, and corporations to create a customized solution that encompasses every aspect of the clients financial lives. By bringing together the vast resources and partners that Merrill Lynch has to offer James is able to address the financial needs of his client's in a comprehensive and efficient manner. James focuses on the client's short term and long term goals and in turn is able to create a relationship with each client that is based on their individual needs.
