Merrill Lynch Financial Advisor Taylor Stevens

Merrill Lynch Financial Advisor Taylor Stevens is a financial planner in Columbia, SC. The firm provides personalized planning services designed around the specific goals, families, and aspirations of their clients.

The Beach Group focuses on understanding a client's life priorities to move beyond simple market returns. Their approach involves asking thoughtful questions and listening carefully to understand a client's current wealth status and future objectives. By focusing on potential solutions, the team works to design and implement personalized plans intended to help families pursue financial goals while managing investment risk.

Located on Gervais Street, the office is situated near the Supreme Court of SC and the Trinity Episcopal Cathedral. The area also features the SC Generals of the Independence monument and the James F. Byrnes public artwork.

The firm is recognized for its excellence in wealth management, with team members Taylor Stevens and Jeffrey Beach being named to the Forbes Best-in-State Wealth Management Teams for 2024-2025 and 2024-2026. This distinction reflects a high standard of professional achievement within the industry.

Taylor Stevens provides dedicated financial planning to help residents of Columbia achieve their long-term aspirations.

Services:

• Family Wealth Preservation
• Investment Management
• Personalized Financial Planning
• Risk Management
• Wealth Management
• estate planning services
• guidance on concentrated stock positions
• retirement income planning