James Wolf

Role
Senior Financial Advisor, Senior Vice President at Merrill Lynch
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About James Wolf

I am the Managing Director and Senior Financial Advisor with The Anderson Wolf Godsey…

Experience

  1. Senior Financial Advisor, Senior Vice President

    Merrill Lynch

    Jul 2013 — Present

    Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Banking products and services are provided by Bank of America, N.A. Trust, fiduciary, and investment management services are provided by Bank of America, N.A, Member FDIC, and wholly owned subsidiary of Bank of America Corporation (\"BofA Corp.\"), and its agents. James Wolf NMLS ID 11•••30

Education

  • University of South Carolina

    Bachelor's Degree

    2002 — 2005

Skills

  • Trust Management

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James Wolf — Senior Financial Advisor, Senior Vice President at Merrill Lynch in Charlotte, NC, US | Unifers