James Capella
Resident Director
- Role
- Resident Director, Vice President at Merrill Lynch
- Location
- Springfield, MA, US
- LinkedIn followers
- 500 followers
About James Capella
James has been with Merrill Lynch Wealth Management, in West Hartford, since 2015. His focus is on developing strategies for high-net-worth individuals, their families and their businesses to help them pursue their short and long-term financial goals. James\'s approach to wealth management is consultative, and he is committed to excellence. First, he takes the time to listen to and review client financial situations, preferences and goals. Second, he offers recommendations for asset allocations designed to accurately reflect each client\'s income and growth goals. And third, he follows up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services and philanthropic services. James is a qualified Portfolio Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch Wealth Management or approved third- party investment managers\' strategies, funds or portfolios. In addition to attention to investing, James can offer clients access to the experience of a Wealth Management Lending Officer from Bank of America, N.A. who can provide strategic and personalized home financing guidance focused on your needs. Working together, James and your Lending Officer can draw upon an expansive array of home financing solutions designed to fit into your overall financial strategy and help you pursue your financial objectives.*The Wealth Management Lending Officer does not offer investment advice, nor make recommendations on investment products.* James is a graduate of the University of Connecticut, with a B.S. degree in Finance. James is a past board member of the UConn Club.*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Experience
Resident Director, Vice President
Mar 2015 — Present
Financial AdvisorNMLS ID 12•••45
Education
University of Connecticut
Bachelor's Degree
1999 — 2003
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