James Wolf Email & Phone Number
Senior Financial Advisor, Managing Director @ Merrill Lynch
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James Wolf Location
- Charlotte, NC, US
James Wolf Work
- 2013 -now Senior Financial Advisor, Managing Director @
- 2009 -2013 Financial Advisor | Senior Planning Specialist @
- 2008 -2009 Broker @
James Wolf Education
- University of South Carolina
Bachelor's Degree
2002-2005
James Wolf Skills
- Trust Management
- Financial Strategies for Women
- Corporate Executive Advising
- Working with Business Owners
- Goal Based Wealth Management
- Retirement and Career Transition Planning
- Wealth Planning and Estate Planning Services
- Trust Services
- Financial Services
- Customer Service
- Relocation
- Sales
- Real Estate
- Management
- Services
James Wolf Summary
- James Wolf, based in Charlotte, NC, US, is currently a Senior Financial Advisor, Managing Director at Merrill Lynch Wealth Management. James Wolf brings experience from previous roles at Morgan Stanley Wealth Management and Wachovia Securities. James Wolf holds a 2002 - 2005 Bachelor's Degree @ University of South Carolina. With a robust skill set that includes Trust Management, Financial Strategies for Women, Corporate Executive Advising, Working with Business Owners, Goal Based Wealth Management and more. James Wolf has 2 emails and 2 mobile phone numbers on RocketReach.
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