Your financial life is complicated. I can help you make sense of it all.Information overload. Lack of time and expertise. Too many choices. Life. All of these conspire to make managing your financial life more than most people can handle themselves. As your Merrill Lynch financial advisor, my job is to cut through the clutter, learn what's really important to you and your family, and develop a plan to pursue the goals that are most meaningful.The combination of the investment insights Merrill Lynch and banking strength of Bank of America gives me access to across-the-board resources we can use to create strategies for you. It's not just about investments anymore; you may need insurance, lending, estate planning help, or business financing, and my partners can help with all of these and more. I will be the first person you think of when it comes to making any financial decision. My goal is to be the ONLY person you think of!If you have a feeling that you could use some help, you probably can. If you like to work with experienced professionals, whose sole focus is helping you achieve your life goals and who place a premium on service and building trust with their clients, then my team is a great choice. And if you're willing to be an active participant in the process, investing the time to help us help you, we'd be very happy to have you join us.Chartered Financial Analyst® and CFA® are registered trademarks of the CFA Institute.
The Luna Corp.
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RetiredThe Luna Corp. Sep 2021 - Present
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Wealth Management Advisor, Assistant Vice PresidentMerrill Lynch Wealth Management Dec 2014 - Aug 2021 -
Director, Client Portfolio ManagementNew York Life Investment Management Oct 2006 - Jul 2014
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Portfolio Manager - Core Fixed IncomeMerrill Lynch Investment Management Jun 1997 - Sep 2006
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Vice PresidentMerrill Lynch, Pierce, Fenner & Smith Feb 1992 - Jun 1997
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Captain - Ah-1W Cobra Helicopter PilotUnited States Marine Corps May 1984 - Jan 1992
James Pagano Education Details
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United States Naval AcademyBachelor'S Degree
Frequently Asked Questions about James Pagano
What company does James Pagano work for?
James Pagano works for The Luna Corp.
What is James Pagano's role at the current company?
James Pagano's current role is Retired.
What schools did James Pagano attend?
James Pagano attended United States Naval Academy.
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