James S McCormick - Morgan Stanley

A top-rated and comprehensive financial planning & wealth management firm with a keen focus on helping our clients realize their dreams -- customized services designed for the financial needs of Tristate. We take a personalized approach, working together with you to grow and protect your assets.

Merrill Corporation provides technology-enabled platforms for secure content sharing, regulated communications and disclosure services. Clients trust Merrill’s innovative applications and deep subject expertise to successfully navigate the secure sharing of their most sensitive content, perfect a...

LEAF Financial Corporation offers a range of financial products and solutions to the technology and health care industries. The company provides asset management services. It offers financing options for industrial and material handling equipment. LEAF Financial Corporation operates a subsidiary, Merit Capital Advance, which provides capital funding options. The company also manages Prompt Payment. It offers debt consolidation and portfolio acquisition solutions. LEAF Financial Corporation provides leasing options for dump trucks, refrigerated trailers and day cabs. The company serves the needs of equipment brokers through LEAF Specialty Finance. It administers several investment programs. LEAF Financial Corporation is a subsidiary of Resource America.