Merrill Lynch Financial Advisor Joseph Read Folline

lanner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S.

At Merrill Lynch Financial Advisor Joseph Read Folline, located at 1301 Gervais Street, Columbia, South Carolina, United States, we are dedicated to simplifying financial complexity for our clients. Our team at the Folline King Group understands that wealth comes with a unique set of opportunities, questions, and responsibilities, which is why we offer tailored portfolios and service plans to meet the specific needs of each client. Communication is key for us, as we believe that ongoing client communication is essential for maintaining successful portfolios.

We offer comprehensive banking solutions from Bank of America and take pride in building strong client relationships based on trust and personalized service. Our team is supported by the global resources of Merrill and is committed to helping clients navigate the financial and economic landscapes to achieve their goals.

Our team member, Savannah, brings a heightened level of service to meet the unique financial needs of each client family. She is responsible for providing support for client portfolio performance analyses, investment research, and account enhancements. Savannah holds designations such as Chartered Retirement Planning Counselor (CRPC), Accredited Wealth Management Advisor (AWMA), and has obtained Series 7 and Series 66 FINRA registrations.

We believe in the power of building a personalized plan centered on your goals and focused on what you want to achieve. By regularly reviewing your goals and financial approach, we can help you stay on track and make any necessary adjustments to reflect changes in your life and financial markets. Our goal is to provide you with a dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor to help you pursue your financial goals and live your best financial life.