James Capella

FAQ About James Capella

• What is James Capella's address?

  James Capella is located at
  Springfield, Massachusetts Metropolitan Area, United States

• What is James Capella's job title?

  James Capella is a
  James has been with Merrill Lynch Wealth Management, in West Hartford, since 2015. His focus is on developing strategies for high-net-worth individuals, their families and their businesses to help them pursue their short and long-term financial goals. James's approach to wealth management is consultative, and he is committed to excellence. First, he takes the time to listen to and review client financial situations, preferences and goals. Second, he offers recommendations for asset allocations designed to accurately reflect each client's income and growth goals. And third, he follows up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services and philanthropic services. James is a qualified Portfolio Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch Wealth Management or approved third- party investment managers' strategies, funds or portfolios. In addition to attention to investing, James can offer clients access to the experience of a Wealth Management Lending Officer from Bank of America, N.A. who can provide strategic and personalized home financing guidance focused on your needs. Working together, James and your Lending Officer can draw upon an expansive array of home financing solutions designed to fit into your overall financial strategy and help you pursue your financial objectives. *The Wealth Management Lending Officer does not offer investment advice, nor make recommendations on investment products.* James is a graduate of the University of Connecticut, with a B.S. degree in Finance. James is a past board member of the UConn Club. *Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. Merrill Lynch Wealth Management

• What industry does James Capella currently work in?

  James Capella currently works in the
  Merrill Lynch Wealth Management

• What is James Capella's area of expertise?

  James Capella specializes in
  James has been with Merrill Lynch Wealth Management, in West Hartford, since 2015. His focus is on developing strategies for high-net-worth individuals, their families and their businesses to help them pursue their short and long-term financial goals. James's approach to wealth management is consultative, and he is committed to excellence. First, he takes the time to listen to and review client financial situations, preferences and goals. Second, he offers recommendations for asset allocations designed to accurately reflect each client's income and growth goals. And third, he follows up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services and philanthropic services. James is a qualified Portfolio Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch Wealth Management or approved third- party investment managers' strategies, funds or portfolios. In addition to attention to investing, James can offer clients access to the experience of a Wealth Management Lending Officer from Bank of America, N.A. who can provide strategic and personalized home financing guidance focused on your needs. Working together, James and your Lending Officer can draw upon an expansive array of home financing solutions designed to fit into your overall financial strategy and help you pursue your financial objectives. *The Wealth Management Lending Officer does not offer investment advice, nor make recommendations on investment products.* James is a graduate of the University of Connecticut, with a B.S. degree in Finance. James is a past board member of the UConn Club. *Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

• Which languages does James Capella speak? 

  James Capella speaks the following languages:
  No languages available.

• Which industries has James Capella previously worked in?   

  James Capella has prior experience in the following industries:
  No prior industries available.

• What is James Capella’s work experience?  

  James Capella has the following professional experience:
  Merrill Lynch Wealth Management .

• How can I find James Capella on LinkedIn?  

  You can view James Capella’s
  LinkedIn profile at LinkedIn URL.

• What are James Capella’s work email addresses?  

  James Capella’s work email addresses are
  [email protected] .

• What company does James Capella work for?  

  James Capella works at
  Merrill Lynch Wealth Management