Merrill Lynch Financial Advisor Jessica Miles

Financial planner Columbia, SC
59 / 100

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50
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About Merrill Lynch Financial Advisor Jessica Miles

Merrill Lynch Financial Advisor Jessica Miles is a financial planner in Columbia, SC, serving individuals and families with personalized wealth management strategies. Based at 1301 Gervais St, the advisor is part of Ellison Kibler, a firm established in 1983 that provides tailored financial solutions to affluent clients, including individuals, corporations, and foundations. The firm combines the resources of Merrill and Bank of America with a boutique-level approach, emphasizing trust, teamwork, and customized service. Jessica Miles and her team help clients navigate evolving financial landscapes through individualized planning and access to comprehensive investment insights.

Ellison Kibler, the firm representing Jessica Miles, was founded by E. Robertson "Bud" Kibler, a pioneering figure in wealth management. The firm operates from offices in Columbia and Charlotte, delivering a blend of institutional strength and personalized attention. It has earned recognition from Forbes and Barron’s for its excellence in wealth management, including multiple annual rankings as a top private wealth management team. These accolades reflect the firm’s longstanding commitment to client service and financial expertise. The team focuses on helping clients achieve long-term personal and financial goals through strategic planning and ongoing support.

The office is located on Gervais Street, a main road in downtown Columbia, just a short walk from several historic and civic landmarks. It sits about 0.1 miles from Gervais Street, near the Supreme Court of SC, the Trinity Episcopal Cathedral, and public artworks honoring James F. Byrnes and the SC Generals of the Independence. These landmarks are within a few hundred meters, placing the office in a prominent civic and cultural corridor.

Jessica Miles and her team are known for their client-focused approach and deep expertise in wealth planning. The firm’s consistent recognition in national rankings underscores its reputation for excellence and reliability in Columbia’s financial services community. As a trusted advisor within a respected firm, Jessica Miles helps clients in Columbia build and preserve wealth with confidence and clarity.

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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