James Toth's Location
Wayne, PA, US
James Toth's Work
- Financial Advisor, Senior Vice President @ Merrill Lynch
- Director of Tax and Estate Planning @ Bryn Mawr Capital Management, LLC
- Trust and Estate Specialist @ Merrill Lynch
- Attorney @ Hudson Legal
James Toth's Education
- Temple University
Master's Degree
2008 - 2009 - Ohio Northern University
Juris Doctorate Degree
2003 - 2006 - Dickinson College
Bachelor's Degree
1999 - 2003
James Toth's Skills
- Estate Planning
- Asset Management
- Behavioral Finance
- Business Succession Planning
- Private Family Wealth Management
- Retirement Planning
- Non Profit Wealth Advising
- Nonprofit Management and Governance
- Private Philanthropy
- College Savings Strategies
James Toth's Summary
James Toth, based in Wayne, PA, US, is currently a Financial Advisor, Senior Vice President at Merrill Lynch Wealth Management, bringing experience from previous roles at West Capital Management, Merrill Lynch Wealth Management and Hudson Legal. James Toth holds a 2008 - 2009 Master's Degree @ Temple University. With a robust skill set that includes Estate Planning, Asset Management, Behavioral Finance, Business Succession Planning, Private Family Wealth Management and more, James Toth contributes valuable insights to the industry. James Toth has 1 email and 1 mobile phone number on RocketReach.
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