James Fahey Jr. is a Senior Financial Advisor and First Vice President with Merrill Lynch Wealth Management based in Bedminster, New Jersey. He serves a diverse clientele including executives, healthcare professionals, retirees, and business owners, providing guidance on retirement planning, concentrated stock positions, equity compensation, and complex wealth management decisions. As a U.S. Navy veteran, James brings decades of experience to his role.
He holds several professional designations, including Chartered Life Underwriter (CLU), Accredited Asset Management Specialist (AAMS), and Certified Plan Fiduciary Advisor (CPFA), among others. James advises retirement plan sponsors and fiduciaries on plan governance and best practices, emphasizing clear and practical financial guidance. He completed an Accredited Certificate Program from the College for Financial Planning.
James is active in professional organizations such as the Greater Middlesex Somerset County Estate Planning Council and the Somerset County Business Partnership. He maintains community involvement with institutions including Blair Academy, Fordham University, Lafayette College, and Lehigh University.