Merrill Lynch Financial Advisor Terry Whigham

Merrill Lynch Financial Advisor Terry Whigham is a financial planner in Columbia, SC. Serving the local area, the firm provides wealth management and financial planning services. The practice has earned a 4.00 rating based on client reviews.

WMB & Associates focuses on a collaborative approach to wealth management, prioritizing the individual needs and aspirations of clients and their families. The team aims to understand a client's current financial standing and future objectives to design and implement personalized plans intended to help manage investment risk. Terry Whigham has received several recognitions from Forbes, including being named a Best-in-State Wealth Advisor and part of a Best-in-State Wealth Management Team.

The office is located on Gervais Street in Columbia. The location is a short walk from the Supreme Court of SC and is near the Trinity Episcopal Cathedral, the James F. Byrnes public artwork, and the SC Generals of the Independence monument.

The business maintains well-documented information online and features a well-optimized website that is easily read by search engines.

With a focus on personalized planning and risk management, this practice serves as a dedicated resource for financial planning in Columbia.

Services:

• Estate and succession planning
• Investment management
• Personalized financial planning
• Retirement planning
• Risk management
• estate planning services
• guidance on concentrated stock positions
• retirement income planning