James Shaw Email & Phone Number
Wealth Management Advisor, First Vice President @ Merrill Lynch
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James Shaw Location
- Princeton, NJ, US
James Shaw Work
- Wealth Management Advisor, First Vice President @ (July 2017 - Present)
James Shaw Education
- The College of New Jersey
Bachelor's Degree
2008-2012 - Pennsbury High School
High School
2004-2008
James Shaw Skills
- Asset Management
- Benefit Plan Administation
- Brokerage Services
- Business Consulting
- Business Succession Planning
- Capital Markets
- College Education Planning
- Corporate Retirement Plan Management
- Corporate Retirement Plans
- Customized Investment Strategies
- Customized Wealth Planning
- Cycling
- Divorce Transition Planning
- Estate and Retirement Planning Services
- Estate and Wealth Structuring
- Event Planning
- Executive Compensation Plans
- Financial Analysis
- Future Cash Flow Analysis
- Goals Based Wealth Management
- Health and Wellness
- Institutional Asset Management
- Investment Portfolio Management
- Liquidity Management
- Multi-Generational Wealth Transfer
- Needs Based Analysis
- Personal Budget Guidance
- Philanthropic and Endowment Management
- Retirement Counseling
- Retirement Income Planning
- Risk Management
- Skiing
- Small Business Strategies
- Socially Responsible Investing
- Travel
- Trust Services
- Values Based and ESG Investing
- Wealth Preservation
James Shaw Summary
- James Shaw, based in Princeton, NJ, US, is currently a Wealth Management Advisor, First Vice President at Merrill Lynch Wealth Management. James Shaw holds a 2008 - 2012 Bachelor's Degree @ The College of New Jersey. With a robust skill set that includes Asset Management, Benefit Plan Administation, Brokerage Services, Business Consulting, Business Succession Planning and more. James Shaw has 1 emails and 1 mobile phone numbers on RocketReach.
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