With over 20 years of financial experience, 5 years of private legal practice and a law degree, I help individuals and families manage their wealth, grow their wealth, and preserve their wealth. I do this through investment planning, tax minimization and estate planning strategies, retirement planning, education planning and investment management. With my team, we bring decades of professional wealth management experience to bear on your personal issues and goals. We have been through the ups and downs of the markets and provide a steady hand at the helm of your investments. In his current role at Merrill Lynch Wealth Management, Jim does not provide any legal and/or tax advice 