Merrill Lynch Financial Advisor James Gargiulo

Merrill Lynch Financial Advisor James Gargiulo, located at 6965 Yellowstone Boulevard in New York, United States, is a finance institution dedicated to helping clients make important financial decisions. James Gargiulo is accessible, knowledgeable, and experienced, committed to building strong relationships with clients. With a deep understanding of each client's financial picture, he creates flexible strategies tailored to individual goals and changing market conditions. Supported by the resources of Merrill and Bank of America, James and his team offer personalized wealth management strategies to help clients pursue their financial goals.

As a Merrill Lynch Wealth Management Advisor, James focuses on what matters most to each client, adapting financial approaches as goals and priorities evolve. Through conversations and the Investment Personality Assessment, he gets to know clients on a personal level to customize a financial plan that aligns with their values and aspirations. Regular check-ins and adjustments ensure that clients stay on track to achieve their goals, even as life and markets change. With access to the latest investment insights and strategies, James helps clients live their best financial lives.

James Gargiulo is registered to do business in multiple states and understands the importance of risk management in investing. While past performance does not guarantee future results, James works with clients to create diversified portfolios that align with their risk tolerance and financial objectives. Merrill Lynch does not provide legal, tax, or accounting advice, but James encourages clients to consult with their own advisors before making financial decisions. With a focus on personalized service and comprehensive financial solutions, James Gargiulo and his team at Merrill Lynch are dedicated to helping clients achieve their financial goals.