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Aams Tm James Rogers Cpfa Tm is a seasoned Vice President and Senior Financial Advisor based in Phoenix, Arizona, with a robust background in tax return preparation services. Drawing from his military values, he emphasizes integrity and personalized service in guiding families and businesses through their financial journeys. His expertise spans business financial strategies, estate planning, and wealth management, making him a trusted partner for clients seeking to secure their financial futures and legacies. Aams has been with Merrill Lynch Wealth Management since 2013, previously serving as a Financial Advisor at Edward Jones. He holds a Bachelor's Degree from the University of Phoenix, which has equipped him with the foundational knowledge to navigate complex financial landscapes. Aams is committed to understanding each client's unique definition of financial success, ensuring that their specific needs are met with respect and professionalism.