Guide > Audit & Consulting in South Carolina > Audit & Consulting in Columbia > Merrill Lynch Wealth Management
Merrill Lynch Wealth Management
1301 Gervais Street, Columbia, SC 29201
Location & Phone number
1301 Gervais St, Columbia, SC 29201, United States
About the Business
Merrill Lynch Wealth Management, located at 1301 Gervais Street in Columbia, South Carolina, is a leading finance institution that offers comprehensive wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at this branch provide personalized financial strategies tailored to each client's unique goals and needs, drawing on years of combined wealth management knowledge and expertise.
In addition to traditional investments and retirement income planning, Merrill Lynch Wealth Management advisors can offer guidance on concentrated stock positions and access to estate planning services through Bank of America. They work closely with clients to create long-term financial strategies that align with their lifestyle and multi-generational objectives.
The branch is committed to giving back to the community through volunteerism and charitable outreach, supporting economic, social, and cultural initiatives in the local area. Merrill Lynch Wealth Management also prioritizes ongoing professional development for advisors, providing training, mentoring, and technology resources to enhance client relationships and business growth.
With a focus on personalized investment approaches and wealth management advice, Merrill Lynch Wealth Management aims to help clients achieve their financial goals while navigating market fluctuations and life changes. The institution has a long history of training financial advisors since 1946, equipping them with the skills and knowledge needed to assist individuals in pursuing their unique financial objectives.
Please note that investing involves risk, and clients should consult legal and tax advisors before making financial decisions. Merrill Lynch offers a range of brokerage, investment advisory, and other services, and clients should consider their specific investment objectives and needs when selecting services. The institution is affiliated with Bank of America Corporation and provides insurance, annuity, trust, fiduciary, and investment management services through various subsidiaries.
For more information about Merrill Lynch Wealth Management's services and offerings, clients can speak with their financial advisor or visit the institution's website.
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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