James Ulrich

As a Financial Associate at Northeast Private Client Group, James helps clients with retirement planning, investments, and portfolio analysis. He has been in the financial services industry for over three years, having previously worked at Morgan Stanley as an intern and Merrill Lynch as a client associate. Most recently, he served as a Merrill Financial Solutions Advisor at Merrill Lynch.

James graduated from Seton Hall University in 2021 with a bachelor's degree in finance & information technology management, a minor in wealth management, and a business analytics certificate. He is also licensed, holding the Series 7 & 66 securities licenses and the Chartered Retirement Plan Counselor (CRPC®) designation. His specialty is in retirement planning, where he has created hundreds of wealth plans for clients in retirement, near retirement, and those who are just starting to save. James analyzes their current financial situation, taking into account their goals, dreams, and aspirations, to ensure they can afford the lifestyle they desire in retirement.

He currently lives in Fanwood, New Jersey, and he enjoys playing hockey and traveling in his free time. James’ personal life mission is to visit all the U.S. National Parks.