Jim Cagle
Wealth Management Advisor, Senior Vice President at Merrill Lynch
Based in Knoxville, United States
7-day free trial · no credit card
Seniority
Director
Department
Finance & Accounting
Location
Knoxville
Industry
Financial Services
Company size
35K
Contact information
Reveal Jim's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
j•••••••@ml.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Jim Cagle
Senior Vice President, Wealth Management Advisor Jim joined Merrill Lynch Wealth Management in 1985. He received his Certified Investment Management Analyst® designation from the Investments & Wealth Institute™ (The Institute) in conjunction with the Wharton School of Business. Over the course of his thirty-nine year career, Jim has worked closely with affluent families to address their financial goals and streamline their investment process. He is dedicated to serving and creating relationships with families that last and span multiple generations. Jim earned his degree in Finance and Business Administration from East Tennessee State University. He lives in Knoxville and has two sons. Along with work and family, Jim enjoys working with several local charities.* Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.
Decision-makers
Other people at Merrill Lynch
- ESManager
Elizabeth Strait
Assistant Vice President- Merrill Financial Solutions Advisor · Sales & Business Development
- LDStaff
Lindsay Downes
Financial Advisor · Finance & Accounting
- RKStaff
Robert Koerber
Financial Advisor · Finance & Accounting
- MRDirector
Michael Romanchuk
Senior Financial Advisor, Managing Director · Finance & Accounting
- AFManager
Al Fuentes
Market Supervision Manager · General Business & Management
Build a list of verified contacts at Merrill Lynch
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Jim
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime