Merrill Lynch Financial Advisor James Henry

Services Offered

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

About

James Henry is a financial advisor based in Charlotte, North Carolina, affiliated with Merrill Lynch. He provides investment advice and strategies tailored to his clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), he emphasizes a personalized approach to financial planning. James serves individuals and families looking to achieve their financial objectives through informed investment decisions.

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