Merrill Lynch Financial Advisor F. Russell Purdy IV Earns Chartered Financial Analyst® (CFA®) Designation
Columbia, S.C. – Merrill Lynch today announced that Russ Purdy of Merrill Lynch’s Columbia office has earned the Chartered Financial Analyst® (CFA®) designation awarded by CFA® Institute. The CFA designation is awarded to individuals who demonstrate proficiency and integrity in the fields of portfolio management and investment analysis.
“The CFA designation is one of the most respected certifications a financial advisor can earn and is a reflection of Russ’s deep knowledge of the investment management industry,” said Joe Powers, market executive. “This recognition is well-deserved and is a testament to Russ’s commitment to bringing personalized wealth management solutions to his clients to help them reach their financial goals.”
Purdy, a resident of Columbia, S.C., received a bachelor’s degree from the University of South Carolina and joined Merrill Lynch in 2010. Purdy is located in the Columbia Merrill Lynch office at 1301 Gervais Street and can be reached at 803.733.2114 or by visiting https://fa.ml.com/south-carolina/columbia/tcgandassociates.
Merrill Lynch Global Wealth Management
Merrill Lynch Global Wealth Management is a leading provider of comprehensive wealth management and investment services for individuals and businesses globally. With 14,954 financial advisors and $2.2 trillion in client balances as of September 30, 2017, it is among the largest businesses of its kind in the world. Merrill Lynch Global Wealth Management specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment, cash and credit management. Merrill Lynch Global Wealth Management is part of Bank of America Corporation.
Client Balances consists of the following assets of clients held in their ML accounts: assets under management (AUM) of ML entities, client brokerage assets, assets in custody of ML entities, and also loan balances and deposits of ML clients held at Bank of America, N.A. and affiliated banks.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Investing involves risk, including the possible loss of principal investment. Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker dealer, Member SIPC, and other subsidiaries of Bank of America Corporation.
Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
© 2017 Bank of America Corporation. All rights reserved.