James V. O’Sullivan, CLU®, AIF®, ChFC®
Founder & Managing Director
James is the managing director of Merex Wealth Management. He founded his own advisory business in 1973 that has evolved into Merex Wealth Management in 2026. James is a Registered Representative and Investment Advisor Representative of Commonwealth Financial Network®, and holds the Chartered Financial Consultant, Chartered Life Underwriter, and an Accredited Investment Fiduciary designations. James has more than 50 years of experience in the investment field which makes him experienced to advise both individuals and corporate clients.