Hunter James

Financial Advisor, Portfolio Advisor

Role
Financial Advisor at Merrill Lynch
Location
Birmingham, AL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

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

  1. Financial Advisor

    Merrill Lynch

    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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Hunter James — Financial Advisor at Merrill Lynch in Birmingham, AL, US | Unifers