Merrill Lynch Financial Advisor Paul Cash

Merrill Lynch Financial Advisor Paul Cash is a financial planner in Columbia, SC. The practice operates under the name The SC Group within Merrill Lynch Wealth Management, serving clients with one-on-one guidance to develop personalized financial strategies. The team focuses on understanding individual aspirations, assessing current wealth, and designing plans that help families pursue long-term goals while managing investment risk. The group has received recognition for its work, including Forbes "Best-in-State Wealth Management Teams" awards for the 2023-2024 and 2024-2026 periods.

The approach begins with a detailed conversation about what matters most to the client, followed by careful listening to understand where wealth stands today and where it is intended to go. The advisors work to turn those goals into reality through tailored solutions. Vincent Schiano, a financial advisor associated with the group, has also been recognized in the Forbes "Best-in-State Wealth Management Teams" rankings. The practice emphasizes a philosophy where the best financial approach is one that directly supports the client's specific aspirations, encouraging open dialogue about issues that are most important to the individual.

The office is located at 1301 Gervais St, in the heart of Columbia's downtown area. It sits a short walk from several notable landmarks, including the Supreme Court of SC, which is about 68 metres away. Trinity Episcopal Cathedral is located just 60 metres from the office, while the James F. Byrnes public artwork and the SC Generals of the Independence monument are both within 52 metres. Sumter Street is also nearby, at a distance of 37 metres.

The business holds a rating of 4.00 based on one customer review. This positive feedback reflects the experience of the clients who have engaged with the practice.

As a financial planner in Columbia, SC, the practice combines personalized strategy with a focus on long-term goal pursuit, serving clients in the local community.

Services:

• College cost planning
• Health care expense management
• Investment risk management
• Long-term goal pursuit planning
• Personalized financial strategy development
• estate planning services
• guidance on concentrated stock positions
• retirement income planning