Merrill Lynch Financial Advisor James Taylor

Services Offered

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

About

James Taylor is a financial advisor based in Nashville, Tennessee, 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) and Certified Exit Planning Advisor (CEPA), he provides comprehensive financial planning services. James serves individuals and families looking for personalized guidance in managing their investments and achieving their financial objectives.

Reviews

Location

Business Information