Merrill Lynch Financial Advisor James Gilmore

Services Offered

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

About

James Gilmore is a financial advisor based in Rancho Santa Fe, California, affiliated with Merrill Lynch. He offers investment advice and strategies that are tailored to align with clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), and Certified Plan Fiduciary Advisor (CPFA), he provides comprehensive financial guidance. His practice focuses on helping individuals and families navigate their financial journeys with informed decision-making.

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