Merrill Lynch Financial Advisor James Turner

Merrill Lynch Financial Advisor James Turner is a financial planner in Columbia, SC. The practice operates under the Ellison Kibler brand, which was formed in 1983 to provide wealth management services to affluent families, corporations, endowments, and foundations. The team offers personalized strategies that integrate the investment insights of Merrill with the banking and lending solutions of Bank of America. Advisors work to create flexible plans based on the client's full financial picture, aiming to help clients achieve their desired personal and financial outcomes. The firm holds a 4.00 rating based on one review.

The firm has been recognized for its service to high-net-worth clients. It has been named in Forbes "America's Top Wealth Management Teams High Net Worth" for 2023 through 2025 and in Forbes "Best-in-State Wealth Management Teams" for 2023 through 2026. Additionally, the team has appeared on Barron's "Top 250 Private Wealth Management Teams" list for 2024 through 2026, and on Barron's "Top 100 Private Wealth Management Teams" list for 2022 through 2023. E. Robertson "Bud" Kibler is identified as a founding advisor of the practice.

The office is located at 1301 Gervais St in Columbia. It sits on Gervais Street, about a tenth of a mile from the road itself. The location is within a short walk of several notable landmarks, including the Supreme Court of SC, which is about 68 meters away. Trinity Episcopal Cathedral is also nearby, at a distance of about 60 meters. The SC Generals of the Independence monument and the James F. Byrnes public artwork are both located within 52 meters of the office.

The business is known for its positive rating from the customers who have reviewed it. It stands among the recognized wealth management teams in the region, holding multiple national and state-level distinctions from Forbes and Barron's.

Merrill Lynch Financial Advisor James Turner provides wealth management planning in Columbia, SC, combining local service with national industry recognitions.

Services:

• Banking Convenience and Lending Solutions from Bank of America
• Investment Insights from Merrill
• Personalized Wealth Management Strategies
• Superior Wealth Management Experience
• Unsurpassed Client Service
• estate planning services
• guidance on concentrated stock positions
• retirement income planning