Jim Floyd - Merrill Lynch Wealth Management | Financial Planning Services & Investments | Financial Services | Investment Services - Buffalo Grove Lincolnshire Chamber of Commerce, IL

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Jim Floyd - Merrill Lynch Wealth Management

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Financial Planning Services & InvestmentsFinancial ServicesInvestment Services
1033 Skokie Blvd Suite 500 Northbrook IL 60062

(847) 564-7173

(847) 613-4467

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Investments, portfolio management, financial planning, lending, insurance
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Jim Floyd

As a Merrill Lynch financial advisor, I offer advice and guidance based on your goals and priorities– for yourself and your family.
I believe my wealth management philosophy is different, because I place the investor at the center of my focus.
Using an understanding of your life as a foundation, I will recommend appropriate financial strategies designed to help you pursue your goals, assist you as we track progress toward them and work with you to adjust our strategy over time as needed.

Jim Floyd

Sr. Financial Advisor

Phone: (847) 564-7173

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1033 Skokie Blvd, Suite 500 Northbrook IL 60062
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