Roseville, CA Branch Office

Jim is an experienced Financial Planner, Investment Advisor Representative and Financial Services Representative who has made it his goal to provide individuals, families and business owners with assistance in building their financial freedom. Jim has a Bachelor of Science degree in Accounting and Economics from the University of Nebraska and brings his training and knowledge to his clients as he seeks to help them reach their goals and objectives.

Welcome to Merrill Lynch in Roseville, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.