James Lemon Email & Phone Number
Senior Financial Advisor, Vice President @ Merrill Lynch
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
James Lemon Location
- Madison, WI, US
James Lemon Work
- Senior Financial Advisor, Vice President @ (June 2015 - Present)
- Financial Advisor @ (February 2012 - June 2015)
- Professional Golfer @ PGA Tour of Canada (September 2001 - June 2015)
- Player Director @ Board of Directors - PGA Tour of Canada (March 2008 - February 2012)
James Lemon Education
- University of Wisconsin System
Bachelor's Degree
1996-2001
James Lemon Skills
- Customer Service
- Customized Wealth Planning
- Family Wealth Management Strategies
- Finance
- Financial Advisor
- Goal Based Wealth Management
- Golf
- Investment
- Investment Advice
- PGA Tour of Canada
- Portfolio Management and Retirement Planning
- Retirement Analysis
- Risk Management Strategies
- Strategic Planning
- Wealth Management Adviser
- Research
- Strategy
- Public Speaking
- Retirement Income Strategies
- Project Management
- Management
James Lemon Summary
- James Lemon, based in Madison, WI, US, is currently a Senior Financial Advisor, Vice President at Merrill Lynch Wealth Management. James Lemon brings experience from previous roles at Morgan Stanley, PGA Tour of Canada and Board of Directors - PGA Tour of Canada. James Lemon holds a 1996 - 2001 Bachelor's Degree @ University of Wisconsin System. With a robust skill set that includes Customer Service, Customized Wealth Planning, Family Wealth Management Strategies, Finance, Financial Advisor and more. James Lemon has 2 mobile phone numbers on RocketReach.
Looking for a different James Lemon?
Find contact details for 700 million professionals.
Others Named James Lemon
James Lemon
Business Development Manager
Belle Vernon, PA, US
James Lemon
Senior Financial Advisor, Vice President
Madison, WI, US
James Lemon
VP Finance and Controller
Novi, MI, US
James Lemon
VP Of Finance and CFO
Surrey, BC, CA
James Lemon
Aircraft Mechanic
Fort Worth, TX, US
James Lemon
Program Manager
Salt Lake City, UT, US
Top Merrill Lynch Employees
Brian Ascher
Managing Director
New York, NY, US
Brian Ubaldi
Managing Director, Merrill Capabilities Executive
New York, NY, US
Jessica Mullin
Managing Director - UHNW Capital Markets Specialist
New York, NY, US
Michele Taub
Managing Director
New York, NY, US
Alexander Hack
Managing Director
New York, NY, US
Fabio Concesi
Managing Director, Merrill Private Wealth Management
New York, NY, US
Charu Mani
Managing Director
New York, NY, US
Gordana Warga
Chief Operating Officer for The Gsell Group
Far Hills, NJ, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co