James Orr
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 Orr serves as an Associate Resident Director within Merrill’s Resident Director line of business. He brings over 20 years of experience in wealth management at Merrill Lynch Wealth Management, focusing on assisting affluent families, professionals, and business owners with retirement planning. James and his team provide services including portfolio management, legacy and estate planning, as well as access to lending and structured credit solutions through Bank of America.
Before joining Merrill, James practiced law for 15 years, specializing in corporate litigation and trust and estate matters, although he does not provide legal or tax advice in his current advisory role. He holds a Doctorate from Mercer University and has earned the Personal Investment Advisor (PIA) designation. His client work centers on managing new wealth, retirement income, and portfolio management services.
James follows Merrill’s tradition of community involvement and dedicates time to volunteering with local organizations. Outside of his professional commitments, he enjoys golfing, reading, and writing. He aims to collaborate personally with clients to develop financial strategies tailored to their long-term goals.
Bank of America, N.A.
2011 - Present (15 years)
Merrill Lynch Pierce Fenner & Smith
1999 - Present (27 years)
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