Merrill Lynch Financial Advisor James David Jones 6000 Fairview Road, Charlotte, NC 28210

Merrill Lynch Financial Advisor James David Jones, located at 6000 Fairview Road in Charlotte, North Carolina, United States, is a finance institution that prioritizes building relationships through personalized conversations. They help clients identify and prioritize their financial goals, whether it's wealth transfer, retirement planning, or funding education. By utilizing the Investment Personality Assessment, they tailor financial approaches to suit individual preferences and aspirations. With over 125 years of combined industry experience, the Jones-Burgess Group offers transparent and first-class customer service, utilizing resources from Merrill and Bank of America to help clients achieve their goals. They offer personalized plans, regular check-ins to adapt to life changes, and a commitment to building strong client relationships based on trust and personalized service. Merrill Lynch Wealth Management Advisors at James David Jones strive to simplify financial complexities, offering customized investment approaches to help clients pursue their goals. With a focus on understanding clients' unique needs and priorities, they work to keep clients on track regardless of market fluctuations. By providing the latest investment insights and strategies, they aim to help clients achieve their financial aspirations.