James Buchman
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.
James Buchman is a Financial Advisor with Merrill Lynch Wealth Management and serves as the Team Financial Advisor for the Sipple Buchman Cairns Reeves team. In this role, he focuses on providing goal-based wealth management planning and expanding client care and outreach within the award-winning team.
James specializes in offering investment advice and solutions tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. His areas of expertise include family wealth management strategies, retirement income planning, philanthropic planning, liquidity management, tax minimization, and portfolio management services. He also provides services for endowments, foundations, non-profits, and small business strategies.
He holds a Bachelor's Degree from Clemson University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). James is involved with professional and community organizations such as Park Place Outreach, Inc. and United Cerebral Palsy of South Carolina. Outside of work, he enjoys camping, gardening, playing soccer, and spending time with his family.
Bank of America, N.A.
2022 - Present (4 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2021 - Present (5 years)
Mutual of Omaha
2021 - 2021 (1 year)
Unemployed
2021 - 2021 (1 year)
Bankers Life and Colonial Penn
2020 - 2021 (1 year)
Unemployed
2020 - 2020 (1 year)
Clemson University
2016 - 2020 (4 years)
Unemployed
2010 - 2016 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")