How can you pursue what matters most?

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Young woman on a ferry

James Merkley, CFP

Senior Vice President–Wealth Management

Financial Advisor

With over 17 years of experience, Jim specializes in working with affluent individuals and family businesses utilizing comprehensive wealth management stratigies to achieve their goals. Jim also provides investment consulting services for corporate retirement plans.

Born and raised in Rochester, New York, Jim resides in Fairport with is wife, Dawn and children Charlie and Abby.  He graduated form McQuaid Jesuit High School in 1988 and Le Moyne College in 1992, with a B.S. degree in Accounting. 

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • IL
  • IN
  • LA
  • MA
  • MD
  • MN
  • MT
  • NC
  • ND
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI
  • WY

Education

  • B.S. degree in Accounting, Le Moyne College

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Senior Retirement Plan Consultant
400 Linden Oaks
Rochester, NY 14625
  • (585) 218-4525

Email Me

Focus on liquidity management

CIO House View monthly livestream

Tree

UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights