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.

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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

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