Merrill Lynch Financial Advisor James Steele

Services Offered

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

About

James Steele is a financial advisor based in New Canaan, Connecticut, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Certified Plan Fiduciary Advisor (CPFA), James provides comprehensive financial planning services. His practice focuses on helping individuals and families navigate their financial journeys and achieve their long-term objectives.

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