Merrill Lynch Financial Advisor Austin Rose

Merrill Lynch Financial Advisor Austin Rose is a financial planner in Greenville, SC. The Vaughan Group was created in 1992 with the goal of becoming a planning-based financial advisory group for the high net worth marketplace. The group serves affluent individuals and families, as well as foundations and endowments, and brings the global resources of Merrill to clients on a local level. Its stated goal is to provide understandable strategies for clients' complex financial situations, and it favors proactive rather than reactive management, with the expectation of helping a client's family from one generation to the next. The team describes itself as a confident, knowledgeable and diverse group of wealth management advisors who conduct a thorough and exhaustive analysis before any recommendations are made.

The Vaughan Group has been named to the Forbes "Best-in-State Wealth Management Teams" list for the 4th consecutive year, with the 2026 list published annually in January. The rankings are based on data as of March 31 of the prior year and consider factors including best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and firm-generated revenue; investment performance is not a criterion because client objectives and risk tolerance vary. A Merrill advisor provides access to the investing insights of Merrill and the banking capabilities of Bank of America.

The office is located at 355 S Main St in Greenville, SC.

The business holds a rating of 4.00 based on one review, reflecting a positive rating from the customers who have reviewed it.

Services:

• Complex financial situation analysis
• Estate Planning
• Financial Planning
• Investment Management
• Multi-generational family wealth planning
• Personalized financial strategy development
• Retirement Planning
• Tax Strategies