C. James Taylor
James Taylor is the founding member of The Taylor Group located in Merrill’s Rockefeller Center offices in Manhattan. His 13 person team manages over $500 million in assets, serving clients in all areas of financial strategy, including concentrated stock management, asset and liability management, trust and estate planning services, retirement planning services, and access to banking and lending services through Bank of America, N.A. From an individual standpoint, the team works with C-level executives and other senior leaders of publicly traded companies, providing strategies for estate planning services, legacy formation and wealth transfer, lending and liquidity. James started his Merrill career in 2011 in the firm’s Red Bank offices. He holds his Series 7 and Series 66 FINRA registrations as well as a Life Insurance license. In 2019, he was named one of Forbes ‘Best-in-State Next-Generation Wealth Advisors’. He lives in Jersey City and is an advocate for the Multiple Myeloma Foundation.