James Dissmore Wright
Advisor at Merrill — Chanhassen, MN
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65, Series 66
Experience Industry experience
28 years
Location
Chanhassen, MN
Merrill
Institution
James Wright is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, serving clients from the Los Angeles, California and Minneapolis, Minnesota offices. He has been with Merrill Lynch since 1997 and specializes in providing customized financial advice across various domains.
His expertise includes retirement planning, corporate stock options, 10(b)5-1 plans, concentrated stock positions, alternative investments, estate-planning issues, and money management. He also focuses on executive and corporate services such as qualified and non-qualified retirement plans, ESOPs, ESPPs, Defined Benefit Institutional Consulting, and liability management for both corporations and individuals.
James holds a Bachelor's Degree from the University of North Dakota and holds several professional designations including Chartered Retirement Planning Counselor (CRPC), Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Certified Investment Management Analyst (CIMA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He emphasizes understanding each client's specific needs and biases to develop fitting financial strategies and delivers personalized advice supported by access to specialized investment services.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Chanhassen, MN
Chanhassen MN
Advisors at this office
1
California · Minnesota · North Dakota · Texas
28 years of industry experience
bank of america, NA
2009 - Present • 17 years
Minneapolis, MN
Merrill
1997 - Present • 29 years
Minneapolis, MN
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Accountant / CPA / tax prep
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Lawyer
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