Merrill Lynch Financial Advisor Read Folline

Merrill Lynch Financial Advisor Read Folline is a financial planner in Columbia, SC. The practice operates as The Folline King Group, a team of advisors dedicated to simplifying financial complexities for clients. The group focuses on wealth management, helping individuals navigate the intricate combination of possibilities, questions, and responsibilities that accompany wealth. The goal is to provide full-time attention to financial security, allowing clients to pursue their personal and professional priorities with confidence.

Read Folline serves as a Managing Director and Senior Financial Advisor within the group. He has been recognized by Forbes as a "Best-in-State Wealth Advisor" from 2018 through 2026. These rankings are published annually based on data from the prior year. The team also includes Robert King, another Managing Director and Senior Financial Advisor who holds the same Forbes recognition for the same period. Walker Inabinet, a Senior Vice President and Wealth Management Advisor, has been named a Forbes "Top Next-Generation Wealth Advisor Best-in-State" from 2023 to 2025 and a "Best-in-State Wealth Advisor" from 2024 to 2026. The office is located at 1301 Gervais St, just steps from the Supreme Court of SC, Trinity Episcopal Cathedral, and the SC Generals of the Independence monument.

The business holds a rating of 4.00 based on one customer review. This positive feedback, combined with the consistent Forbes state-level recognitions held by its senior advisors, establishes a track record of professional standing in the Columbia area. The practice serves clients seeking structured guidance on wealth management and financial planning, leveraging the specific expertise of its named team members to address complex financial decisions.

Services:

• Comprehensive banking and lending solutions
• Goal-based investment strategies
• Goals-based investment strategies
• Intergenerational wealth management
• On-call consultations
• Personalized financial planning
• estate planning services
• guidance on concentrated stock positions