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Merrill Lynch Private Wealth Advisor James Millar

Financial consultant

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Services Offered

  • Investment advice
  • Financial planning
  • Wealth management

About

James Millar is a Private Wealth Advisor at Merrill Lynch based in Orlando, Florida. He specializes in providing investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. With a focus on personalized financial planning, James serves a diverse clientele, helping them navigate their financial journeys. His approach is designed to align investment strategies with each client's unique circumstances and objectives.

Reviews

Location

4705 S Apopka Vineland Rd, Orlando, Florida
Map showing location in Orlando, Florida
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Contact This Advisor

Business Information

Address

4705 S Apopka Vineland Rd
Orlando, Florida 32819

Phone

+1407-909-2107

Website

https://advisor.ml.com/sites/fl/windermere-orlando-fl/windermereprivatewealthmanagement

Business Hours

Contact for business hours