James Pace Email & Phone Number

A sudden health scare led me to pivot very early on in my career. In the event something were to happen to my father, I joined him to ensure I had the skills and knowledge to step in and support the family. That circumstance drove me to expedite my path to wealth management with the goal of educating entrepreneurs, business owners and executives in the importance of planning to secure their financial futures.I understand each client has individual needs that require a tailored approach. I recognize the importance of educating clients and work diligently to help them develop obtainable goals, understand their financial choices and implement strategies that support their customized plan. For entrepreneurs and business owners I construct exit-planning and retirement planning strategies and support other important decisions. For executives, I craft equity compensation strategies – advising on navigating stock options in an optimal and tax efficient manner. All clients receive access to the full breadth and depth of Bank of America's resources that include but are not limited to residential, securities-based and custom lending.A native of Long Island and resident of NYC with my Fiancé, Nicoletta, my passions include spending time with close friends and loved ones, focusing on health and wellness, golf and supporting the NY Jets, Yankees, Rangers and Miami Heat. I remain actively involved with St. John's University in the areas of leadership and philanthropy.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*NMLS ID 2416367*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Listed skills include Customer Service, Research, Healthcare, Microsoft Office, and 19 others.