Chanhassen, MN Office

Updated today

Client AUM

$1,541,041,140,087

Clients

1,791,731

Advisors

1

Of 25,448 advisors across 3,099 offices

Clients per advisor

70

Very Low

Avg AUM per client

$860,085

Very High

HNW client ratio

29%

High

Location

Chanhassen MN

Advisors at this office

1

Advisors at this office

James W

Series 65, Series 66

Chanhassen, MN

Merrill

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.

Wealth management Concentrated stock management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Executive
View complete list of advisors at this office
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