Merrill Lynch Financial Advisor Jeanna Lizzi

Merrill Lynch Financial Advisor Jeanna Lizzi is a financial planner in Columbia, SC. The firm provides wealth management services and personalized financial strategies designed to help individuals and families pursue long-term goals.

Jeanna Lizzi, a Senior Vice President and Wealth Management Advisor, focuses on a one-on-one approach to understanding a client's full financial picture. Her methodology involves asking thoughtful questions to assess current wealth and future aspirations, such as managing healthcare expenses, preparing for college, or navigating the sale of a business. Clients have access to the investment insights of Merrill along with the banking convenience and lending solutions provided by Bank of America. Her practice is built on creating flexible strategies that address changing market conditions while managing investment risk.

Located on Gervais Street, the office is a short walk from the Supreme Court of SC and near the Trinity Episcopal Cathedral and the SC Generals of the Independence monument.

The business is recognized for providing well-documented information to clients, ensuring that essential details are easily accessible. This commitment to clarity supports her mission of helping clients turn financial goals into reality.

Through personalized wealth management and a deep commitment to the community, Jeanna Lizzi serves the financial needs of clients throughout Columbia.

Services:

• Banking convenience and lending solutions
• Community volunteering and engagement
• Investment insights and solutions
• Personalized financial strategy development
• Wealth management strategies
• estate planning services
• guidance on concentrated stock positions
• retirement income planning