James Munger
Financial Advisor
- Role
- Financial Advisor at Merrill Lynch
- Location
- Eau Claire, WI, US
- LinkedIn followers
- 500 followers
About James Munger
As a Financial Advisor, my role is to utilize the tools and resources of Merrill to help you develop and implement a strategy for the finances of your family or business. I use my experience and knowledge to understand client\'s goals, bring clarity to their options, and implement potential solutions that focus on helping to achieve those goals. I am also accountable for helping to ensure that our approach is tracked over time and altered, if appropriate due to changes in goals and situations.
Experience
Financial Advisor
May 2022 — Present
Education
University of Saint Thomas
Bachelor's Degree
2005 — 2009
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