James M. Harris, III (Jay) has been in the financial services industry since 1991 and joined Merrill Lynch in 2004. His focus is on developing strategies for high-net-worth individuals, their families and their businesses to help them meet their short- and long-term financial goals.
Jay's approach to wealth management is consultative, objective and committed to excellence. First, he takes the time to listen to and review client financial situations, preferences and goals. Second, he offers recommendations for asset allocations designed to accurately reflect each client's income and growth expectations. And third, he follows up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services and philanthropy.
Jay holds a Certified Financial Planner™ certificate, awarded by the Certified Financial Planner Board of Standards, Inc., and a Certified Investment Management Analyst® (CIMA®) designation. These designations allow him to be prepared to address each client's unique financial situation. Jay received a B.B.A. in Finance from Georgia Southern University with an emphasis in Banking in 1990.
Nanette Brimberry, Registered Senior Client Associate, has been in the financial services industry since 2000. She graduated Summa Cum Laude from Troy State University with a Bachelor of Science degree in English with minors in Business Administration and Science. Nanette handles account administration, client relations and customer service.