Jim Cagle
Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management | Knoxville, Tennessee, United States
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Jim Cagle, a Senior Vice President and Senior Resident Director at Merrill Lynch Wealth Management, has dedicated nearly four decades to guiding affluent families through the intricacies of financial planning. Since joining the firm in 1985, Jim has honed his expertise in wealth management, focusing on personalized strategies that address the unique financial goals of his clients. As the leader of the Cagle Cross Group, he specializes in serving physicians, business owners, and affluent retirees, ensuring that their complex financial needs are met with precision and care.
Jim's commitment to building lasting relationships is evident in his approach to family legacy planning and retirement income strategies. He understands that financial well-being goes beyond mere numbers; it encompasses the aspirations and values of each family he serves. By simplifying the investment process and providing clear, actionable advice, Jim empowers his clients to make informed decisions that align with their long-term objectives.
Under Jim's leadership, the Cagle Cross Group has developed a reputation for delivering exceptional client service, characterized by a deep understanding of the unique challenges faced by high-net-worth individuals. His team's focus on long-term planning not only helps clients navigate the complexities of wealth management but also instills a sense of confidence in their financial futures. With a wealth of experience and a client-centric philosophy, Jim Cagle continues to be a trusted advisor, helping families build and preserve their legacies for generations to come.
Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management in March 1985 to Present
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Family Legacy Planning
Retirement Income Strategies
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What is Jim Cagle email address?
Email Jim Cagle at [email protected]. This email is the most updated Jim Cagle email found in 2026.
What is Jim Cagle phone number?
Jim Cagle phone number is +18654054839 and +18656846148.
How to contact Jim Cagle?
To contact Jim Cagle send an email to [email protected]. If you want to call Jim Cagle try calling on +18654054839 and +18656846148.
What is Jim Cagle net worth?
Jim Cagle has an estimated net worth of $375,000 to $499,999
What company does Jim Cagle work for?
Jim Cagle works for Merrill Lynch Wealth Management
What is Jim Cagle's role at Merrill Lynch Wealth Management?
Jim Cagle is Wealth Management Advisor, Senior Vice President
What industry does Jim Cagle work in?
Jim Cagle works in the Financial Services industry.
Jim Cagle Email Addresses
Jim Cagle Phone Numbers
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