James Stewart

James (Jimmy) Stewart is a seasoned Financial Advisor with more than 30 years of experience in the financial industry.

Throughout his career, James has successfully guided clients through various financial crises, including the crash of 1987, the Savings & Loan and Real Estate crisis of the early 1990s, the S&P 500 challenges in the 2000s, and the 2008 credit crunch.

Currently, at Merrill Lynch Wealth Management, James leverages his extensive expertise to assist clients in achieving their financial goals.

His approach involves thorough consultations to understand clients' financial situations, preferences, and objectives, followed by the development of tailored investment strategies integrating wealth accumulation, preservation, tax planning, and inter-generational wealth transfer.

James collaborates with professionals like attorneys and accountants to implement comprehensive wealth management strategies for his clients.

Aside from his professional endeavors, James enjoys spending time with his family and pursuing outdoor activities like hiking, climbing, and whitewater rafting.

He is also proud of his coaching involvement with the 1993 Wallingford Vikings National Championship Pop Warner football team.

James holds a Bachelor's Degree from William Paterson University and has pursued further education at Glassboro State College.