James Ewing Email & Phone Number | The Ewing/Cona Group of Merrill Lynch was founded with the goal of providing personalized attention via individual relationships while delivering the vast resources of one of the world's largest financial organizations. We strive to be a single source for all financial needs while fostering a warm, long-lasting relationship. We are driven to help clients quantify, prioritize, and accomplish their goals and make every effort in assisting them to do so through positive experiences with each interaction Specialties: We typically work with the following types of clients: Physicians, Attorneys, Accountants, other busy professionals and business owners Businesses who need help with their retirement plan, managing their reserve and operating accounts, or maximizing liquidity Pre-retirees and recent retirees Individuals experiencing sudden wealth or life-changing events, such as the birth of a child, the death of a loved one, job change, divorce, the sale of a home or business or a litigation settlements

James Ewing

The Ewing/Cona Group of Merrill Lynch was founded with the goal of providing personalized attention...
Philadelphia, Philadelphia, United States

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James Ewing’s Email james_ewing@ml.com

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James Ewing’s Location Philadelphia, Philadelphia, United States

James Ewing’s Current Industry Merrill Lynch Wealth Management, Bank of America Corporation

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Wealth Management Advisor, First Vice President - Wealth Management

2007-06-01T00:00:00.000Z - Present

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James Ewing is a The Ewing/Cona Group of Merrill Lynch was founded with the goal of providing personalized attention via individual relationships while delivering the vast resources of one of the world's largest financial organizations. We strive to be a single source for all financial needs while fostering a warm, long-lasting relationship. We are driven to help clients quantify, prioritize, and accomplish their goals and make every effort in assisting them to do so through positive experiences with each interaction Specialties: We typically work with the following types of clients: Physicians, Attorneys, Accountants, other busy professionals and business owners Businesses who need help with their retirement plan, managing their reserve and operating accounts, or maximizing liquidity Pre-retirees and recent retirees Individuals experiencing sudden wealth or life-changing events, such as the birth of a child, the death of a loved one, job change, divorce, the sale of a home or business or a litigation settlements