James Rodgers
Merrill Financial Solutions Advisor
- Role
- Fsa - Merrill at Merrill Lynch
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About James Rodgers
I enjoy getting to know people and learning what is important to them. As a Merrill Financial Solutions Advisor, I take the time to get to know you and understand what is important to you so I can help you develop a way to pursue your goals. I can help with everything from general investing to retirement planning to saving for the unexpected. Reach out and together we\'ll discuss your goals, concerns and questions, and I can provide ongoing advice and guidance as your needs change.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.*CLU® and Chartered Life Underwriter® marks are the property of The American College, which reserves the sole rights to its use, and is used by permission.
Experience
Fsa - Merrill
Jan 2024 — Present
Education
The University of Alabama School of Law
Juris Doctor (J.D.)
2014 — 2017
The University of Alabama
Bachelor's Degree
2009 — 2013
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