![]() Leisure: Spending your free time in meaningful ways.Family: Taking care of your family and other people in your life.Home: Upsizing, downsizing, remodeling or buying a vacation home.Health: Managing healthcare expenses, now and in the future. ![]() ![]() So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We start by getting to know you and how you feel about the following seven life priorities. We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Brian resides in Winnetka, IL with his wife Jessica and their two children, Juliette and Gabriel.įocus On Individuals, Families and Small Businesses He utilizes a deep discovery process with clients to identity and prioritized their short and long term goals – including retirement and education funding, tax minimization, retirement distribution, business succession, legacy planning, philanthropy – and then commits himself to crafting strategies designed for each particular goal, while building, managing and preserving their wealth for current and future generations.īrian graduated with a major in Business Administration from the Eller College of Management at The University of Arizona. You should consult your legal and/or tax advisors before making any financial decisions.īrian joined Merrill in 2015, his comprehensive approach to wealth management focuses on assisting families, individuals and successful business owners in the development of robust, long term financial strategies.īrian uses his access to the investment resources of Merrill and banking convenience of Bank of America to help address the various aspects of clients personal and business financial lives. *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. An avid sailor and skier, Jim lives in Lake Forest., Illinois with his wife Sue. He currently serves as an officer for the Chicago Yacht Club Foundation. The CFP® certification is awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. He is a graduate of the University of Illinois and has a B.A. by the Certified Financial Planner Board of Standards Inc. Jim carries the CERTIFIED FINANCIAL PLANNER™ certification awarded in the U.S. ![]() He utilizes a deeper discovery process with clients to identify and prioritize their short and long term goals – including retirement and education funding, tax minimization, retirement distribution, business succession, legacy planning, philanthropy – and then commits himself to crafting strategies designed for each particular goal, while building, managing, and preserving their wealth for current and future generations. Jim uses his access to the investment resources of Merrill and banking convenience of Bank of America to help address the various aspects of clients personal and business financial lives. Jim’s comprehensive approach to wealth management is focused on assisting families, individuals, and successful business owners in the development of robust, long term financial strategies. Jim has been part of the financial services industry since 1989 and joined Merrill in 2013.
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