Profile
Mr. James D.
Wright is Vice President Wealth & Management Advisor at Merrill Lynch Private Client Group.
With many years of experience, he specializes in customized financial solutions, retirement planning, corporate stock options, 10(b) 5-1 plans, concentrated stock positions, alternative investments, estate-planning issues and money management.
He also focuses on corporate services including, qualified and non-qualified retirement plans, ESOP's, ESPP's and liability management for both corporations and individuals.
Mr. Wright received his undergraduate degree from the University of Notre Dame.
He holds the CIMA, CFM and CRPC.
Former positions of James Dissmore Wright
| Companies | Position | End |
|---|---|---|
Merrill Lynch Private Client Group
 Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey. | Portfolio Manager-Equities | - |
Training of James Dissmore Wright
| University of Notre Dame | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Merrill Lynch Private Client Group
Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey. | Finance |
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- James Dissmore Wright