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James Reynolds

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James Reynolds

Senior Vice President, Wealth Management | Merrill Lynch

Worcester, Massachusetts, United States

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James Reynolds

Summary

James Reynolds is a seasoned financial professional with over two decades of experience in wealth management and investment strategies. Currently serving as the Senior Vice President of Wealth Management at Raymond James, he specializes in retirement income planning and asset allocation. His career includes significant roles at Merrill Lynch and UBS Financial Services, showcasing his deep expertise in financial advisory. James is passionate about helping clients achieve financial confidence and security through tailored investment solutions. With a background that includes management positions in both corporate and advisory settings, he has honed a unique skill set that blends technical financial knowledge with interpersonal communication. Outside of his professional life, he likely values community engagement and continuous learning, as suggested by his educational background. James's approach is characterized by a commitment to ethical practices and client-centric strategies.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

James Reynolds

Work Experience

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Senior Vice President, Wealth Management at

Raymond James

April 2023 - Present

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Senior Vice President / Financial Advisor at

Merrill Lynch

June 2003 - Present

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Financial Advisor at

UBS

October 2000 - June 2003

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District Sales Manager at

RadioShack

January 1991 - January 2000

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Frequently Asked Questions about James Reynolds

What is James Reynolds email address?

James Reynolds's primary email address is ****************@ml.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does James Reynolds work for?

James Reynolds is a Senior Vice President, Wealth Management at Merrill Lynch, a company specializing in Nonresidential building operators.

Where James Reynolds graduated from?

James Reynolds holds a degree in from College for Financial Planning.

How can I directly contact James Reynolds?

To contact James Reynolds directly, you can use the email address ****************@ml.com. Complete contact information is available upon registration with Muraena.

Who is James Reynolds?

James Reynolds is a seasoned financial professional with over two decades of experience in wealth management and investment strategies. Currently serving as the Senior Vice President of Wealth Management at Raymond James, he specializes in retirement income planning and asset allocation. His career includes significant roles at Merrill Lynch and UBS Financial Services, showcasing his deep expertise in financial advisory. James is passionate about helping clients achieve financial confidence and security through tailored investment solutions. With a background that includes management positions in both corporate and advisory settings, he has honed a unique skill set that blends technical financial knowledge with interpersonal communication. Outside of his professional life, he likely values community engagement and continuous learning, as suggested by his educational background. James's approach is characterized by a commitment to ethical practices and client-centric strategies.

James`s contact details

mail

****************@ml.com

**************@raymondjames.com

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