Merrill Lynch Financial Advisor Jessica Miles

Financial planner Columbia, SC
59 / 100

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50
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67
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0
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About Merrill Lynch Financial Advisor Jessica Miles

Merrill Lynch Financial Advisor Jessica Miles is a financial planner in Columbia, SC. The practice operates out of the Ellison Kibler office, which was formed in 1983 to provide wealth management services to affluent families, corporations, endowments, and foundations. The team works from offices in Columbia, SC, and Charlotte, North Carolina, utilizing the resources of Merrill and Bank of America to create customized strategies. The core principles guiding the work are teamwork and trust, with the goal of helping clients achieve their desired personal and financial outcomes. Advisors help create strategies that remain flexible amid changing market conditions, providing access to investment insights and banking solutions.

The practice has received specific recognitions from major financial publications. Ellison Kibler was named to Forbes "America's Top Wealth Management Teams High Net Worth" for 2023 through 2025. It also appeared on Forbes "Best-in-State Wealth Management Teams" from 2023 through 2026. Barron’s listed the team in its "Top 250 Private Wealth Management Teams" for 2024 through 2026, and in the "Top 100 Private Wealth Management Teams" for 2022 and 2023. These rankings are based on data collected at specific times of the year, such as March 31 or December 31, depending on the publication. The legacy of the firm is tied to E. Robertson "Bud" Kibler, who was a founding advisor of the practice.

The office is located at 1301 Gervais St in Columbia. It sits on Gervais Street, which is a main road in the area. The location is within a short walk of several notable landmarks in downtown Columbia. The Supreme Court of SC is about 68 meters away. Trinity Episcopal Cathedral is located approximately 60 meters from the office. The James F. Byrnes public artwork and the SC Generals of the Independence monument are both situated about 52 meters away. Sumter Street is nearby at a distance of 37 meters.

The business holds a rating of 4.00 based on one review from a customer. This positive rating reflects the experience of the client who provided feedback. The practice combines the local presence of the Columbia office with the broader resources of the Merrill and Bank of America networks to serve its clients.

As a financial planner in Columbia, SC, Jessica Miles provides wealth management strategies through the established Ellison Kibler practice, leveraging its history and recognized standing in the financial industry.

Services:

  • Banking Convenience and Lending Solutions from Bank of America
  • Investment Insights from Merrill
  • Personalized Wealth Management Strategies
  • estate planning services
  • guidance on concentrated stock positions
  • retirement income planning
  • traditional investments
  • wealth planning advice

Contact Merrill Lynch Financial Advisor Jessica Miles

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