Merrill Lynch Financial Advisor James O'Connor

Services Offered

• Investment advice
• Financial planning
• Wealth management

About

James O'Connor is a financial advisor based in Charleston, West Virginia, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As an Accredited Asset Management Specialist (AAMS) and Certified Financial Planner (CFP), he provides comprehensive financial planning services. James serves a diverse clientele, focusing on helping individuals and families achieve their financial objectives through personalized guidance.

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