Verified recordFinancial Services

James Linsenmayer

Financial Advisor at Merrill Lynch

Based in Charlotte, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Charlotte

Industry

Financial Services

Company size

35K

Contact information

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Email

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j•••••••@ml.com

Phone

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Background

About James Linsenmayer

With almost 15 years of financial advisory experience and an advanced license (CRPC®) focusing on retirement solutions, your Merrill Lynch financial advisor Jim Linsenmayer can help simplify the complexity of planning by providing tailored advice and guidance. Based on your specific goals, Jim helps bring clarity to investment opportunities in ever changing market conditions that can impact goal attainment. At the heart of his philosophy is a passion to build enduring relationships with individuals, families and small businesses through his commitment to provide outstanding service. Having earned the CRPC® designation and partnering with specialists, he can assist clients in every aspect of their financial lives and is their first point of contact. Overtime, the clients that realize the most benefit from their relationship are the ones that value the intellectual capital Jim offers and the financial services offered across Merrill Lynch and Bank of America. CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.

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