My Story and Services

When it comes to managing your wealth, you need someone who helps solve your financial challenges by thinking differently. Because no one is looking for more of the same thing.

With over 20 years of experience, I focus on a special niche, which is the technology community. I work with founders of tech companies, government contractors, software developers and others. We provide premium wealth management, but our guidance goes far beyond investment advice.

Our working style is based on two things: your goals, and our own hard work to help make them a reality. I know the value of hard work. Before college, I was in the U.S. Youth Soccer Olympic Development Program at both the state and regional levels. It required a lot of early mornings and extreme focus. I still wake up at 4:30am every day, and I still have the same drive — but now it’s aimed at helping my clients achieve their financial goals.

 

Backed by global resources

As Morgan Stanley Financial Advisors, we can offer insurance, financial planning, access to lending, and some of the best trading platforms in the industry. We also offer privileged access to hedge funds, private equity, and IPOs.
Services Include
  • Wealth Consulting
  • Business Planning1
  • Business Succession Planning2
  • Philanthropic Services
Securities Agent: VA, WV, WI, WA, UT, TX, SC, RI, PA, OR, OH, NY, NJ, NH, NE, NC, MD, MA, LA, KY, KS, GA, FL, DE, DC, CT, CO, CA, AZ, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 638995
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Education and Experience

Education

Clemson University

VCU School of Business

Experience

2014 - Current: Morgan Stanley

1997 - 2014:  Merrill Lynch

    Location

    1650 Tysons Blvd
    Suite 1000
    McLean, VA 22102
    US
    Direct:
    (703) 556-8192(703) 556-8192
    Toll-Free:
    (800) 336-0156(800) 336-0156
    Fax:
    (703) 356-6492(703) 356-6492
    Investment and Market Perspectives

    On the Markets

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
    Investing in Artificial Intelligence and Automation

    Investing in Artificial Intelligence and Automation

    AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

    Family

    Creating customized financial strategies for the challenges that today's families face.
    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services
    A Parent's Guide to Talking to Your Kids About Money

    A Parent's Guide to Talking to Your Kids About Money

    Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    6 Keys to Building a Startup

    6 Keys to Building a Startup

    Entrepreneurs share ideas and learnings from the experience of starting a company.

    Philanthropy

    Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing
    Choosing an Environmental Charity

    Choosing an Environmental Charity

    There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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    Morgan Stanley and Justin Rose: A Winning Team

    Morgan Stanley and Justin Rose: A Winning Team

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    Learn more about Morgan Stanley and Justin Rose: A Winning Team
    Sign Up for eDelivery

    Sign Up for eDelivery

    With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
    Learn more about Sign Up for eDelivery
    Reserved | Living & Giving

    Reserved | Living & Giving

    Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
    Learn more about Reserved | Living & Giving
    Your Financial World. On the Go.

    Your Financial World. On the Go.

    With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
    Learn more about Your Financial World. On the Go.
    Access Morgan Stanley Online

    Access Morgan Stanley Online

    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
    Learn more about Access Morgan Stanley Online
    Ready to start a conversation? Contact James Avery Merritt today.
    Market Information Delayed 20 Minutes
    1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

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    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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