James Giaccia
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.
About
James Giaccia is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management. He specializes in providing comprehensive financial planning and wealth management services to successful professionals and families. His client focus areas include college education planning, corporate executive services, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income.
James began his career at Merrill after graduating from American University, where he was a varsity wrestler. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He is also a member of the American University Alumni Association and participates in community activities such as volunteering with the Eagle Regional Training Center.
His approach centers on understanding clients' life priorities to develop personalized financial strategies. James works with clients on a range of needs including banking and cash management, corporate executive services, investment management, insurance and risk management, long-term care strategies, and trust and estate planning coordination. He serves as a strategic partner, helping clients navigate complex financial decisions with tailored, proactive plans.
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
Wealth management
Retirement income strategy
General retirement planning
Charitable giving & philanthropy
Long-term care insurance
Occupation focus
Executive
Location
1800 K St Nw
Washington, DC 20006
Most active in
James G has reported serving >5 clients in these states in the last 12 months.
California · District of Columbia · Texas
Work history
Bank of America, N.A.
2019 - Present (7 years)
Merrill
2019 - Present (7 years)
Balance Gym
2019 - Present (7 years)
Merrill Lynch PBIG
2018 - 2018 (1 year)
American University Recreational Fitness
2017 - 2018 (1 year)
United States House of Representatives - Congress
2017 - 2017 (1 year)
Royal Bank of Canada - PBIG
2016 - 2016 (1 year)
American University
2015 - 2019 (4 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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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