James Munger
Financial Advisor at Merrill Lynch
Based in Eau Claire, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Eau Claire
Industry
Financial Services
Company size
35K
Contact information
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j•••••••@ml.com
Phone
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Background
About James Munger
As a Financial Advisor, my role is to utilize the tools and resources of Merrill to help you develop and implement a strategy for the finances of your family or business. I use my experience and knowledge to understand client's goals, bring clarity to their options, and implement potential solutions that focus on helping to achieve those goals. I am also accountable for helping to ensure that our approach is tracked over time and altered, if appropriate due to changes in goals and situations.
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