Merrill Lynch Financial Advisor Douglas Wahl
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Achievements
AI-Ready Business
AI Visibility score: 43/70 needed
About Merrill Lynch Financial Advisor Douglas Wahl
Company Overview
The Wahl Group at Merrill Lynch Wealth Management in Myrtle Beach, South Carolina, provides personalized financial guidance and resources to high-net-worth individuals and families. With a focus on wealth management, investment insights, and banking solutions, the firm aims to help clients achieve their life goals. Given their high employee count and the specific financial challenges faced by their clients, the Wahl Group is a strong prospect for the Employee Benefits Program (EBP), which could save them approximately $23,800 annually (20 employees × $1,190). This program would help them manage future healthcare expenses, prepare for retirement, and pass wealth to future generations, aligning with their mission to provide tailored financial guidance.
Services
- Wealth Management
- Investment Insights
- Banking Solutions
- Financial Planning
- Advisory Services
Business Details
- Estimated Employees: 10-20
- Estimated Revenue: $2M-$5M
- Potential EBP Savings: $11,900-$23,800/year
BizScore Rating: B (70/100)
Estimate Your FICA Tax Savings
See how much Merrill Lynch Financial Advisor Douglas Wahl could save with the Employee Benefit Program
Location
Contact Information
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Address
Myrtle Beach SC 29577 -
Phone
(877) 248-7471 -
Website
advisor.ml.com