Merrill Lynch Private Wealth Advisor Jim Cantalupo
Why pick this one
They provide personalized wealth management strategies and have received multiple recognitions from Forbes and Barron's.
Best for
- high-net-worth individuals seeking wealth management
- clients interested in investment insights
Look elsewhere if
- individuals needing quick financial solutions
- budget-sensitive financial planning
Specialties
- wealth management strategies
- personalized investment strategies
Certifications
- Forbes 'Best-in-State Wealth Advisors' 2021-2025
- Barron's 'America's Top 1200 Financial Advisors State-by-State' 2020
What makes them different
- Jim Cantalupo is a Managing Director and Senior Resident Director
- The CBC Group recognized as Forbes 'Best-in-State Wealth Management Teams' 2023-2026
- Access to the investment insights of Merrill and Bank of America
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 13510 Ballantyne Corporate Pl, Charlotte, NC 28277
- Phone
- 7043415101
- Website
- https://advisor.ml.com/sites/nc/charlotte-balla...
Services
- private wealth management
- financial advising