Class of: 2004, 2006

Cary James

Cary James (CGS’04, CAS’06) of New York, N.Y., a wealth management advisor for Merrill Lynch, was named to the first Forbes America’s Top Next-Generation Wealth Advisors list. The Forbes ranking of the nation’s leading millennial advisors is based on a variety of criteria meant to recognize the best forward thinkers in the advisory business. Cary joined Merrill Lynch in 2008. He helps individuals and families manage wealth and achieve their financial goals. Email Cary at cary_james@ml.com.

From the Winter-Spring 2018 issue.