Merrill Lynch Financial Advisor Alex Johnson

Merrill Lynch Financial Advisor Alex Johnson is a financial planner in Columbia, SC. The firm provides a range of wealth management services, including investment advisory, retirement planning, liability and risk management, and potential wealth transfer solutions. The team serves individuals and small businesses by establishing objectives and building customized investment portfolios.

The Johnson & Kelaher Group consists of investment professionals who utilize a disciplined wealth management process. This approach is designed to integrate various aspects of a client's financial life to help create, build, and preserve wealth. The team emphasizes regular client meetings to review progress and measure results against established goals. Additionally, clients may access trust and estate planning services and philanthropic solutions through Bank of America.

Located on Gervais Street, the office is situated near the Supreme Court of SC and the Trinity Episcopal Cathedral. The area also features the SC Generals of the Independence monument and the James F. Byrnes public artwork.

The firm is recognized for providing well-documented business information and maintaining a professional presence. Their expertise in wealth services and commitment to personalized strategies makes them a dedicated resource for those navigating complex financial landscapes.

As a professional financial planner in Columbia, Alex Johnson provides the tools and knowledge necessary to pursue both short- and long-term financial goals.

Services:

• Customized Strategies
• Investment Advisory
• Liability and Risk Management
• Retirement Planning Services
• Trust and Estate Planning
• estate planning services
• guidance on concentrated stock positions
• retirement income planning