Merrill Lynch Private Wealth Advisor Russ Purdy

Merrill Lynch Private Wealth Advisor Russ Purdy is a financial planner in Columbia, SC. The firm, operating under the name WMB & Associates, provides wealth management services to individuals and families. The practice focuses on understanding client priorities to create personalized plans that align with specific goals and aspirations. The approach involves listening carefully to assess current wealth status and desired future outcomes, then designing strategies to help pursue financial objectives while managing investment risk. The team collaborates with clients to turn goals into reality through tailored solutions.

The practice is part of Merrill Lynch Wealth Management and is located at 1301 Gervais St. Key personnel include Terry Whigham, who serves as Senior Vice President and Senior Financial Advisor. The firm has received multiple recognitions from Forbes, including "Best-in-State Next Generation Wealth Advisors" in 2019. It was named "Best-in-State Wealth Advisors" from 2022 through 2026. Additionally, the firm was recognized as a "Best-in-State Wealth Management Team" from 2023 through 2026. These rankings are based on data published annually by Forbes.

The office is situated on Gervais Street, a main road in downtown Columbia. It is located within a short walk of several notable landmarks. The Supreme Court of SC is less than a quarter mile away. Trinity Episcopal Cathedral, the SC Generals of the Independence monument, and the James F. Byrnes public artwork are all located within a few dozen yards of the office. Sumter Street, a nearby memorial, is also in the immediate vicinity.

The business holds a rating of 4.00 based on one customer review. This positive feedback reflects the experience of clients who have engaged with the firm. The firm's standing is supported by its consistent recognition in state-level wealth advisor rankings and its focus on personalized financial planning for the Columbia community.

Merrill Lynch Private Wealth Advisor Russ Purdy serves Columbia, SC, by combining personalized financial planning with a track record of state-level recognition in wealth management.

Services:

• Business and Real Estate Transactions
• Family Wealth Preservation
• Investment Management
• Personalized Wealth Planning
• Risk Management
• estate planning services
• guidance on concentrated stock positions
• retirement income planning