Certified financial planner in Mount Pleasant, South Carolina

Morris Financial Concepts is an independent, fee-only financial planning firm located at 409 Coleman Boulevard in Mount Pleasant, South Carolina. Our dedicated team of financial professionals is committed to providing personalized advocacy and proven strategies to help you achieve your financial goals. From wealth management to legacy protection, we offer tailored plans that go beyond investments to provide a comprehensive roadmap to success. Our holistic approach to financial planning includes tools such as investment selection, real estate analysis, debt management, and college savings vehicles. Our goal is to help you identify specific financial planning goals and set a path towards success, ensuring that your financial future is secure.

Merrill Lynch Financial Advisor Patrick Peterson is located at 75 Port City Landing in Mount Pleasant, South Carolina, United States. Patrick has been with Merrill Lynch Wealth Management since 2001, and holds a Bachelor’s degree in finance from Wofford College. He believes in the importance of a well-designed wealth management plan that is regularly reviewed and easily understood. Patrick is a Portfolio Manager who can create personalized strategies for clients, incorporating various investment options. He is a CERTIFIED FINANCIAL PLANNER™ and also holds the Chartered Retirement Planning Counselor designation. Patrick and his team aim to provide a consistent and disciplined experience for clients, focusing on their individual needs and goals. The Merrill Personal Wealth Analysis™ tool helps create personalized financial plans centered on client goals. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. They believe in a dynamic wealth management process that evolves with clients’ changing needs and goals. By understanding clients’ motivations and priorities, they can provide tailored financial strategies that encompass both their financial and personal lives. The team at Merrill Lynch Wealth Management is committed to helping clients achieve their financial goals through personalized advice and guidance.

Ed Shaffer is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 709 Long Point Road in Mount Pleasant, South Carolina, United States. Ed holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Ed's expertise and commitment to providing comprehensive financial planning services to individuals and businesses. Whether you are looking for retirement planning, estate planning, investment management, or insurance advice, Ed Shaffer is equipped with the knowledge and skills to help you achieve your financial goals. Contact Ed Shaffer at Ameriprise Financial Services, LLC for personalized financial advice tailored to your specific needs.

Christopher Kauker is a Financial Advisor at Ameriprise Financial Services, LLC located at 75 Port City Lndg in Mount Pleasant, South Carolina, United States. Christopher holds various certifications including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Christopher's expertise in various areas of finance including asset management, retirement planning, estate planning, investment management, and more. Christopher is dedicated to providing top-quality financial advice and services to his clients, helping them make informed decisions to secure their financial future.

Abigail Wilson is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 709 Long Point Road in Mount Pleasant, South Carolina, United States. Abigail holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Abigail provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients. She is dedicated to helping clients make informed decisions and achieve their financial goals.

Richard C Young Jr - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 709 Long Point Road in Mount Pleasant, South Carolina, United States. The institution offers a range of certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a variety of topics such as asset management, retirement planning, estate planning, investment strategies, and financial planning for special needs families. The institution is dedicated to providing high-quality financial services and expertise to individuals and businesses, helping them achieve their financial goals and secure their financial future.

Merrill Lynch Financial Advisor Michael Felton is a finance institution located at 75 Port City Landing, Mount Pleasant, South Carolina, United States. Michael has over 15 years of experience advising high-net-worth individuals and families, previously working with companies like KPMG and BB&T Wealth Management. He is dedicated to understanding his clients' priorities and providing personalized attention and customized wealth planning. Michael utilizes the investment resources of Merrill and the banking strength of Bank of America to address various aspects of clients' financial lives. As a CERTIFIED FINANCIAL PLANNER™ CFP® certificant, Michael helps clients with tax minimization strategies, retirement planning, and portfolio design to achieve their desired outcomes. He also offers access to a Wealth Management Lending Officer from Bank of America for personalized lending guidance. Michael is committed to building strong client relationships based on trust and personalized service, helping clients pursue their financial goals and priorities. With Merrill Personal Wealth Analysis™ and the global resources of Merrill, Michael and his team design personalized plans centered on clients' goals. They utilize the Investment Personality Assessment to customize financial approaches and help clients pursue what matters most to them. By regularly reviewing and adjusting financial approaches, Michael ensures clients stay on track to achieve their goals. With a focus on understanding clients personally and offering tailored solutions, Michael is dedicated to helping clients manage, grow, and preserve their wealth for current and future generations.

Rudy Hein - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3015 Dunes West Boulevard, Mount Pleasant, South Carolina, United States. The institution offers a range of certifications and designations to its advisors, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a variety of financial planning topics, including asset management, retirement planning, estate planning, and investment strategies. The advisors at Rudy Hein - Private Wealth Advisor are highly trained and committed to providing expert financial advice to their clients, including veterans and military personnel.

Edward Jones - Financial Advisor: Kurt C Denner, CFP® is a reputable finance institution located at 1952 Long Grove Drive in Mount Pleasant, South Carolina, United States. Specializing in providing comprehensive financial planning services, Kurt C Denner, a Certified Financial Planner, offers personalized advice and strategies to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, clients can trust in the expertise and professionalism of Kurt C Denner and the Edward Jones team. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Edward Jones - Financial Advisor: Kurt C Denner, CFP® is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Benjamin Nesvold, CFP®|AAMS™ is a reputable financial institution located at 1952 Long Grove Drive in Mount Pleasant, South Carolina, United States. Specializing in finance, Benjamin Nesvold, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert advice and personalized financial solutions to help clients achieve their financial goals. With a commitment to integrity and professionalism, clients can trust Edward Jones to provide reliable and comprehensive financial services tailored to their individual needs.

College Planners of South Carolina and College Planners USA, located at 1671 Belle Isle Avenue in Mount Pleasant, South Carolina, is a trusted institution dedicated to helping students and families navigate the college planning process with ease. With over 7,000 colleges to choose from, the decision can be overwhelming, but College Planners USA makes finding the right fit simple. Our team of certified counselors and retired educators provide personalized guidance from college prep to applications, acceptance, and beyond. We offer both online and in-person appointments at our Charleston office, ensuring convenience for all clients. Our goal is to save you time, money, and worry by helping you stay organized and focused throughout the entire process.

Erik Hofstrom, CFP is a premier financial institution located at 1156 Bowman Road in Mount Pleasant, South Carolina, United States. Specializing in financial planning and wealth management, Erik Hofstrom, CFP offers personalized services to help clients achieve their financial goals. With a Certified Financial Planner on staff, clients can trust in the expertise and professionalism of the institution. Contact Erik Hofstrom, CFP today to start planning for a secure financial future.