James Tomlin

About James Tomlin

Senior Vice President Wealth Management Advisor Portfolio Manager I joined Merrill Lynch Wealth Management in 1981 and have been with the firm throughout my career. I founded and lead The Williams Tomlin Group at Merrill. I have been recognized by Forbes Magazine on the \"Best-in-State Wealth Advisors\" list for New York State, 20••••25 (*published annually Jan - April. Rankings based on data as of June 30 of prior year). Raised in Baldwin, N.Y. a graduate of Chaminade High School and St. Bonaventure University. I also served 7 years in the U.S. Army, 4 on active duty with the 9th Infantry Division and the Airborne Corps. I serve on the board of the Long Island Caddie Scholarship Fund. A past board member of Bethany House and The Leukemia Society of Long Island. In addition I was tournament chairman for 15 years at the Rockville Links Country Club and President for two years. For over 40 years The Williams Tomlin Group have offered clients advice and guidance to help them reach their goals and secure their financial future. We work closely with affluent families and individuals, including corporate executives, entrepreneurs and business owners who value our disciplined approach and professional perspective. We understand the demands and responsibilities of significant wealth, and we draw on our considerable experience to suggest customized strategies that address your unique circumstances. Our central objective is to help you map out a goals-based wealth management strategy and build a diversified, productive investment portfolio to power that strategy. Our process begins with a Financial Plan relying on our extensive experience and the resources of Bank of America and Merrill Lynch Wealth Management. Our multi-generational team is the direct point of contact for our clients to help meet all their financial needs. We are consistent, practical and reliable. Managing and sustaining wealth in today\'s world can be complicated. Our knowledge, insight, perspective and wisdom are the most important products we offer.

Experience

1. Wealth Management Advisor, Senior Vice President

   Merrill Lynch

   Dec 1981 — Present

Education

• Chaminade HS

  High School Diploma/GED

  1970 — 1974

• St Bonaventure University

  Bachelor's Degree

  1974 — 1978