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James Reynolds
James Reynolds
Senior Vice President, Wealth Management | Merrill Lynch
Worcester, Massachusetts, United States
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.
James Reynolds
Work Experience
Senior Vice President, Wealth Management at
Raymond James
April 2023 - Present
Senior Vice President / Financial Advisor at
Merrill Lynch
June 2003 - Present
Financial Advisor at
UBS
October 2000 - June 2003
District Sales Manager at
RadioShack
January 1991 - January 2000
James Reynolds
Education
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
****************@ml.com
**************@raymondjames.com
Colleagues
Financial Advisor, Vice President
Wealth Management Advisor, Vice President
Wealth Management Advisor, Senior Vice President
Wealth Management Advisor, Managing Director
Senior Financial Advisor, Vice President
Wealth Management Advisor, Senior Vice President
Financial Advisor, Vice President
Financial Advisor, First Vice President
VP, Supervision Principal
Wealth Management Advisor, First Vice President-Wealth Management