Hunter James
Financial Advisor, Portfolio Advisor
- Role
- Financial Advisor at Merrill Lynch
- Location
- Birmingham, AL, US
- LinkedIn followers
- 500 followers
About Hunter James
Our wealth management approach is centered around strong personal relationships built on trust and dedication. We take tremendous pride in providing excellent client service and proactive communication while helping turn goals into reality.Outside of the office I enjoy spending time with my loved ones, hunting, fishing and playing golf.
Experience
Financial Advisor
Jun 2019 — Present
We focus on an individualized process for each client that consists of an integrated wealth management plan allowing them to identify and achieve the goals that they set- Goal Setting- Budgeting / Cash Flow Management- Investment Selection & Structuring - Legacy PlanningOur planning process provides a strong financial framework that adapts to your life\'s journey.We understand that life happens and situations change and we strive to be there every step along the way.
Education
University of Alabama
Bachelor's Degree
2010 — 2013
University of Alabama
Master's Degree
2016 — 2017
Skills
- Sports
- Leadership
- Athletics
- Marketing
- Public Speaking
- Management
- Sports Marketing
- B
- Coaching
- Communication
- Sports Management
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