James Flannery
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Vienna, VA 22182
Credentials
Series 63, Series 65
Industry experience
32 years
About
James Flannery is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in financial advisory services. Since beginning his career in 1993 in Northern Virginia, James has developed a full-service advisory practice focused on designing financial strategies tailored to meet both near-term and long-term goals for individual clients and institutions. He has also held leadership roles, including Producing Sales Manager and manager of training and development programs for new Financial Advisors within the Northern Virginia Complex.
James holds a Bachelor's Degree in Economics from the University of Pennsylvania and has earned multiple professional designations, including Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Fluent in English and Spanish, he applies his expertise to help clients develop personalized financial strategies.
Outside of his advisory role, James has contributed to community organizations, serving on the Investment Committee for the Catholic Cemeteries of the Archdiocese of Washington Board from 2006 to 2011, acting as Holy Cross Church CYO Coordinator from 2014 to 2017, and coaching youth sports between 2005 and 2019. He resides in Maryland with his wife, Kathy, and their four children.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
General retirement planning
Retirement income strategy
Income planning
Wealth management
Demographic focus
Mid-Career Professionals
Married/Couples/Partners
Parents
Location
8075 Leesburg Pike
Vienna, VA 22182
Most active in
James F has reported serving >5 clients in these states in the last 12 months.
District of Columbia · Maryland · Texas · Virginia
Work history
Bank of America, N.A.
2011 - Present (15 years)
Merrill
1993 - Present (33 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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