Merrill Lynch Financial Advisor James Rackley
Why pick this one
Merrill Lynch Financial Advisor James Rackley offers one-on-one personalized financial strategies in Wilmington with access to Merrill and Bank of America solutions.
Best for
- health care expense planning
- college planning
- business sale or home purchase planning
- wealth transfer planning
- investment strategies informed by investor preferences
Specialties
- wealth accumulation and preservation
- investment risk management
- health care expense planning
- college planning
- business sale financial planning
- wealth transfer planning
What makes them different
- Forbes Best-in-State Wealth Management Teams recognition for 2023-2024
- One-on-one personalized financial strategy development
- Investment Personality Assessment informed by behavioral finance research
- Access to Merrill investment insights and Bank of America banking solutions
- Access to trust and fiduciary services from Bank of America Private Bank
- Serves
- Wilmington
Distilled from this business's own website.
Contact & Location
- Address
- 1123 Military Cutoff Rd Ste A, Wilmington, NC 28405
- Phone
- 9102567720
- Website
- https://advisor.ml.com/sites/nc/wilmington-nc/rsc-group
Services
- personalized financial planning
- wealth management
- investment strategy
- wealth preservation
- banking solutions
- trust and fiduciary services