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 @ Merrill Lynch
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2009 - 2013 Financial Advisor | Senior Planning Specialist @ Morgan Stanley Wealth Management
2008 - 2009 Broker @ WACHOVIA SECURITIES

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

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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 1 mobile phone numbers on RocketReach.

James Wolf Emails

Found 2 emails

James Wolf Phone Numbers

Found 6 phone numbers

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