Merrill Lynch Senior Consultant Jeffrey M James

Services Offered

• Investment advice
• Financial planning
• Risk assessment

About

Jeffrey M James is a Senior Consultant at Merrill Lynch based in New York, New York. He offers investment advice and strategies tailored to understanding clients' life goals, risk tolerance, time horizon, and liquidity needs. Jeffrey provides comprehensive financial planning services, helping individuals and families navigate their investment options. His approach focuses on aligning financial strategies with clients' personal objectives.

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