Merrill Lynch Financial Advisor James Ambrose

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

James Ambrose is a financial advisor based in Omaha, Nebraska, affiliated with Merrill Lynch. He offers personalized investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and holder of the CIMA and MIC designations, James provides comprehensive financial planning services. His practice focuses on helping clients navigate their financial journeys and achieve their long-term objectives.

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