March 15 speaker: James M. Occhiato
James M. Occhiato
Vice President and Financial Advisor, Merrill Lynch
Jim practices a disciplined long-term approach to investing based on each client’s specific financial needs and risk tolerance.He acts as a focal point for all of a client’s financial affairs by leveraging the vast number of specialists and resources available through Merrill Lynch and Bank of America.
Jim also teams with client professionals, such as CPAs and attorneys
to coordinate and tailor personal financial solutions.As an essential partner and problem solver for clients, Jim is especially focused on helping those individuals who are looking for guidance concerning asset management to achieve long-term investment goals.
Originally from Colorado, Jim graduated from the University of Denver with a Bachelor of Science in Accounting from DU’s Daniels College of Business.Jim also holds the professional designation of Certified Financial Planner and Chartered Retirement Planning Counselor.
In his spare time, Jim enjoys traveling, music and exercise.
Merrill Lynch Wealth Management is the wealth management division of Bank of America.The firm is headquartered in New York City and occupies the entire 34 stories of the Four World Financial Center building in Manhattan.Merrill Lynch employs over 15,000 financial advisors and manages $2.2 trillion in client assets.
The company was founded on January 6, 1914, when Charles E Merrill opened his Charles E. Merrill & Co. for business at 7 Wall Street in New York City.A few months later Merrill’s friend, Edmund C. Lynch, joined him and in 1915 the name was officially changed to Merrill, Lynch & Co.
South Cobb Rotary celebrates 80 years with a Casino Night to fund KSU Nursing Scholarship!!!
