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TOP 30 Financial planning for executives in Chesterfield, MO
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Merrill Lynch Financial Advisor James D Harter
Merrill Lynch Financial Advisor James D Harter, located at 400 Chesterfield Center in Chesterfield, Missouri, is a finance institution dedicated to providing personalized wealth management services to high-net-worth individuals, business executives, and entrepreneurs. With a strong focus on understanding clients' goals and concerns, James Harter tailors integrated strategies to address their ongoing financial requirements. Leveraging the vast resources of Merrill Lynch, Jim offers a disciplined investment approach that includes diversifying clients' investments across asset classes, sectors, and borders based on their unique goals, risk tolerance, and timeline. Jim Harter, who joined Merrill Lynch Wealth Management in 2003, is a Chartered Retirement Planning Counselor™ and a Senior Portfolio Advisor with extensive experience in managing custom investment strategies. He holds an MBA from St. Louis University and a BS in Business Administration with an emphasis in Management Information Systems and International Business. Committed to putting clients' needs first, Jim aims to simplify their financial lives by offering personalized strategies for estate planning, investments, tax minimization, wealth transfer, and retirement income.
Marcum LLP
Marcum LLP is a leading accounting and finance institution located at 14567 North Outer 40 Road in Chesterfield, Missouri, United States. With a team of experienced professionals, Marcum LLP offers a wide range of services including auditing, tax planning, and financial consulting. The institution is committed to providing top-notch financial solutions to individuals and businesses alike, helping them achieve their financial goals and success.
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