I am James McRae Christman your dedicated financial advisor. I joined Merrill in 2020 and have 10 years of experience in the financial industry. I have had the privilege of helping numerous individuals and families navigate the complexities of wealth management, increasing cash flow, and retirement strategies. But beyond the numbers, my passion lies in building lasting relationships with my clients, understanding their unique aspirations, and crafting tailor-made strategies to help them achieve their financial goals.
I believe in a collaborative approach, where we work together as a team to chart a course towards your financial objectives. Whether you're planning for retirement, selling a business, seeking to grow your wealth, or just realized new wealth, I'm here to provide clarity, insight, and instill confidence every step of the way.
I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America I will work with you to develop an approach designed to help address your financial needs.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
