James Coleman
Advisor at Merrill
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.
Advisor at Merrill
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
Saint Simons Island, GA 31522
Credentials
Series 66
Industry experience
5 years
James Coleman is a Financial Advisor with Merrill Lynch Wealth Management based on Saint Simons Island, where he has lived his entire life. He focuses on helping clients pursue their financial goals by developing personalized strategies that take into account their unique ambitions and priorities. His approach involves building trust and fostering open communication to empower clients in making informed financial decisions.
James's expertise includes college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He works closely with clients to analyze market trends, assess risks, and recommend solutions that align with their short and long-term objectives.
He holds a Bachelor's Degree from the University of Georgia and the professional designation of Personal Investment Advisor (PIA). Outside of work, James enjoys baseball, basketball, biking, boating, fishing, football, golfing, skiing, table tennis, and spending time with his family.
Bank of America, N.A.
2021 - Present (5 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2021 - Present (5 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2019 - 2021 (2 years)
Frederica Township
2019 - 2019 (1 year)
University of Georgia
2018 - 2019 (1 year)
Ameris Bank
2018 - 2018 (1 year)
University of Georgia
2017 - 2018 (1 year)
Brunswick Landing Marina
2017 - 2017 (1 year)
University of Georgia
2016 - 2017 (1 year)
Brunswick Landing Marina
2016 - 2016 (1 year)
Georgia College in State University
2015 - 2016 (1 year)
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