James Adams is the Senior Resident Director at Merrill Lynch Wealth Management. He has been a financial advisor with Merrill for the past 27 years, helping clients achieve their individualized financial goals. Based in the Augusta, GA area, James and his team coordinate the financial affairs of individuals across the United States. His areas of expertise include college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, retirement income, and serving clients in sports and entertainment. James holds a Bachelor’s degree from the University of North Carolina System and a Master’s degree from the University of South Carolina System. He is also a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). James and his wife Claudia live in Aiken, South Carolina. Outside of work, he enjoys biking, boating, and golfing. He is also involved in the community as a board member of the United Way of the CSRA.

James Bradford is a Senior Financial Advisor specializing in personalized wealth management strategies at Merrill Lynch Wealth Management. He focuses on creating flexible financial plans tailored to clients' unique goals and changing market conditions, leveraging the investment insights of Merrill and the banking and lending solutions of Bank of America. James holds a Bachelor's Degree from Augusta College and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He follows the Merrill tradition of community involvement and dedicates time to volunteering with local organizations. His approach centers on working one-on-one with clients to develop financial strategies designed to help pursue their long-term goals.

Christopher White is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1992 and joined Merrill Lynch in 2008, where he is a partner in RGRWT & Associates. He holds the Chartered Retirement Planning Counselor (CRPC) designation awarded by the College for Financial Planning. Christopher specializes in working with high-net-worth individuals and their families to build, preserve, and manage wealth across generations. His expertise includes areas such as divorce transition planning, family wealth management strategies, legacy planning, retirement income, and portfolio management services. He and his team focus on providing personalized, integrated strategies aligned with clients' values and objectives. He earned a bachelor's degree from SUNY College at Brockport. Christopher has been involved in his community through leadership roles on boards for organizations including the YMCA, United Memorial Medical Center, Leadership Genesee, and United Way. He lives in Batavia, New York, with his wife and has two grown daughters.

Douglas Graves is a Financial Advisor at Merrill Lynch Wealth Management, bringing 18 years of experience in the financial services industry. He joined Merrill in 2018 and focuses on providing personalized wealth management strategies tailored to each client's financial goals. His areas of expertise include college education planning, managing new wealth, personal retirement planning, and retirement income. Douglas holds a Bachelor's degree from Augusta State University and a Master's degree from Boston University. He holds the Personal Investment Advisor (PIA) designation. A native of Augusta, Georgia, Douglas dedicates time to community involvement and enjoys baseball, golfing, photography, traveling, and watching movies outside of work.

David Van Lenten is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies that align with clients' long-term financial goals. His approach involves a thorough understanding of each client's complete financial picture and utilizes resources from Merrill and Bank of America to offer investment insights, banking convenience, and lending solutions. David's expertise encompasses college education planning, legacy planning, personal retirement planning, portfolio management, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income strategies. He leads a defined process that includes collaboration with specialists in portfolio development, liability management, and asset preservation to ensure a reliable lifetime retirement income stream. His team, VCH & Associates, focuses on understanding clients' current wealth and future objectives to use wealth effectively in achieving their goals. David holds a Bachelor's Degree from Clemson University and several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, he spends time volunteering with community organizations and enjoys baseball, football, golfing, music, tennis, traveling, and spending time with his family.