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James R. Mounier S. Rivers Dickerson

Voting Director

Jim Mounier is currently a Senior Vice President - Wealth Management Advisor with Bank of America/Merrill Lynch. The senior partner of a comprehensive wealth management team, advising affluent families across the country, who are serious about their wealth, with the accumulation, preservation and transfer of their wealth in the most efficent manner. Jim assisted in a re-colonization effort of the Theto Rho Chapter at Illinois State University and has served as Alumni Advisory Board Chair and Chapter Advisor. Jim and his wife, Carole, are current Co-Chairs of ISU's Capital Campaign- "Redbirds Rising". He also serves as a Board Member and Development Committee Chair of the Illinois State University Foundation. 

Jim has also served on numerous non-profit boards in the Rockford, Illinois area before moving to Naples, Florida. In 2015, the Jim & Carole Mounier Golf Training Center opened at ISU. He also attened Rend Lake College, and was honored as Alumnus of the Year in 2014 and the following year the Jim and Carole Mounier Legacy Society was established. Jim is also the author the book "The 50 Questions You Need To Ask...To Achieve The Financial Advisor Relationship You Deserve". 

He resides in Naples, Fl. with his wife, Carole. 

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