CFPCLU

    James Rodgers

    CERTIFIED FINANCIAL PLANNER™

    Merrill Lynch, Pierce, Fenner & Smith Inc.
    Charlotte, North CarolinaNo minimum minimum

    About James

    I empower attorneys to live their ideal life. As a successful attorney, you focus on helping your clients make smart decisions. You invest the time, capital, and energy. You endure the late nights, the tough cases, and log those billable hours. Have you invested the same energy in your own financial...

    Areas of focus

    Financial PlanningInvestment ManagementTax PlanningRetirement PlanningCash Flow AnalysisDebt ManagementPortfolio ConstructionAlternative Investments

    Credentials & background

    Designations

    CFPCLU

    Licenses

    Series 7

    Education

    Juris Doctor University of Alabama (2017); BA History, BS General Business University of Alabama (2013)

    Clients served

    Attorneys & ParalegalsPartners at Law FirmsBuilding Industry ProfessionalsNew InvestorsHigh Net Worth Individuals

    The firm

    Merrill Lynch, Pierce, Fenner & Smith Inc.