Jim Hoff, Merrill Lynch Wealth Management
Merrill Lynch Wealth Management 1301 Delancey Way Marlton, NJ 08054 Phone: (856) 231-5545 Fax: (856) 242-2189 Cell: (856) 220-0719 https://advisor.ml.com/sites/nj/mt-laurel/the-browne-dugary-group/jim-hoff |
Named to the Forbes “Best-in-State Wealth Management Teams” list 2023, 2024 as a member of the The Browne Dugary Group.rnPublished annually in January. Rankings based on data as of March 31 of prior year.rnrnJim and his team assist entrepreneurs, senior executives, and multi-generational families by developing financial strategies and advice that are designed to help them meet their short and long-term personal, business, and family goals.rnrnJim started his career as a Financial Advisor at Morgan Stanley in 2018 before transitioning his practice to Merrill, and joining The Browne Dugary Group in 2022.rnrnJim studied Entrepreneurship and Finance at the University of Tampa where he earned his bachelors degree, played baseball, and was an active member in the Entrepreneurship and Investment clubs.rnrnBorn and raised in southern NJ, Jim attended Holy Cross High School in Delran, NJ, and currently resides in Marlton, NJ with his fiancée, Carrie. Jim is a fervent student of business, and enjoys reading biographies and studying successful and influential people and businesses. A lifelong athlete and sports fan, Jim spends his free time golfing, playing basketball, attending Phillies games, and doing anything he can outdoors.