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James T
Series 66
Westport, CT
Merrill
James Tomoda is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is part of a senior wealth advisory practice dedicated to serving senior executives, business owners, and wealthy families through detailed planning and investment oversight. James holds a Bachelor's Degree from Indiana University and an MBA from the University of North Carolina. He has earned professional designations including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), and Personal Investment Advisor (PIA). His team's approach focuses on understanding client values, needs, and goals to develop customized wealth plans. They emphasize ongoing engagement and proactive reviews of wealth strategies to adapt to clients' changing priorities. James and his team prioritize prompt service as they oversee wealth planning, investment management, and private banking to help clients achieve their financial objectives.
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