Direct booking
Book time directly with this advisor, no back-and-forth required
Top 30 financial advisors of 218 near 34741
Out of 400,000+ nationwide
Kristin A
CFP®, Series 66
Orlando, FL
Edward Jones
Kaley M
Series 66
Orlando, FL
Edward Jones
Kevin T
Series 66
Kissimmee, FL
Edward Jones
Kristina D
CFP®, ChFC®, Series 63, Series 66
Orlando, FL
Edward Jones
Joshua C
Series 66
Orlando, FL
Edward Jones
Lawrence W
Series 63, Series 66
Davenport, FL
Edward Jones
Ariel D
Series 66
St Cloud, FL
Edward Jones
Robert R
Series 66
Kissimmee, FL
Edward Jones
Joel S
Series 63, Series 66
Davenport, FL
Edward Jones
James G
Series 66
Orlando, FL
Merrill
James Gomatos is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2012, he has focused on delivering a comprehensive approach to wealth management that starts with understanding each client's unique needs and goals. He leverages the investment resources of Merrill Lynch and the banking services of Bank of America to address multiple aspects of clients' financial lives. James holds the designation of Senior Portfolio Advisor, allowing him to provide traditional advisory services as well as build and manage custom investment strategies. He utilizes a wide range of Merrill model portfolios and third-party investment options, and when managing clients' portfolios through the firm’s Investment Advisory Program, he may do so on a discretionary basis. His areas of client focus include Family Wealth Management Strategies, Managing New Wealth, Personal Retirement Planning, and Retirement Income. James earned a bachelor's degree from the University of Central Florida. He also holds professional designations as a Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). Outside of his professional work, James’s personal interests include biking, golfing, and running.
Finding advisors...
Top 30 financial advisors of 218 near 34741
Out of 400,000+ nationwide