Merrill Lynch Financial Advisor John DaWalt

Merrill Lynch Financial Advisor John DaWalt is a financial planner in Columbia, SC. The firm provides wealth management services to affluent families, corporations, endowments, and foundations. Based in Columbia, the team offers customized strategies designed to help clients achieve specific personal and financial outcomes.

Established in 1983, the Ellison Kibler practice was founded by E. Robertson "Bud" Kibler. The team operates with a focus on teamwork and trust, providing the extensive resources of Merrill and Bank of America through a personalized, boutique-style approach. Their services include creating flexible investment strategies based on a deep understanding of a client's full financial picture, as well as providing access to banking convenience and lending solutions. The firm has earned several industry recognitions, including being named to the Barron’s Top 250 Private Wealth Management Teams and Forbes America's Top Wealth Management Teams High Net Worth.

The business maintains a well-optimized website that is easily read by search engines.

The team at Merrill Lynch Financial Advisor John DaWalt provides specialized wealth management and customized financial strategies for clients throughout Columbia.

Services:

• Banking Convenience and Lending Solutions
• Corporate, Endowments and Foundations Services
• Investment Insights
• Personalized Wealth Management Strategies
• Superior Client Service for Affluent Families
• estate planning services
• guidance on concentrated stock positions
• retirement income planning