James Maloney is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he collaborates closely with clients to identify their financial goals and develop personalized investment management strategies aimed at achieving those objectives. He provides investing advice and facilitates access to banking and lending services through Bank of America. James’s areas of focus include education planning, family wealth management strategies, liquidity management, personal retirement planning, and retirement income. He approaches financial advising by considering clients’ complete financial pictures and tailoring solutions to meet their individual needs. He holds the Personal Investment Advisor (PIA) designation and earned both a Bachelor's Degree and a Master of Business Administration (MBA) from Pace University. Outside of his professional responsibilities, James volunteers as a basketball coach. He also has personal interests in antiquing, basketball, music, pickleball, spending time with family, and table tennis.