Category Archives: Finance

Merrill Financial Advisor Taylor Stevens Earns CERTIFIED FINANCIAL PLANNER™ (CFP®) Designation

[caption id="attachment_25830" align="alignleft" width="199"] Taylor Stevens[/caption] Merrill Financial Advisor Taylor Stevens Earns CERTIFIED FINANCIAL PLANNER™ (CFP®) Designation Columbia, S.C. – Merrill today announced that Taylor Stevens of Merrill’s Columbia, S.C. office has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation awarded by CFP® Board. “We are very proud to congratulate Taylor on earning this designation,” said…
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State Treasurer Curtis Loftis announces Moody’s has affirmed the State’s Aaa credit rating

[caption id="attachment_25703" align="alignleft" width="300"] State Treasurer Curtis Loftis[/caption] State Treasurer Curtis Loftis announced that Moody’s Investment Services has affirmed South Carolina’s Aaa credit rating. Further the outlook for the state’s rating was deemed stable, given the expectation that its conservative financial management will adjust accordingly in the event of an economic downturn. “South Carolina has…
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William Haselden joins Anchor Investment Management, LLC

[caption id="attachment_25563" align="alignleft" width="200"] William M. Haselden[/caption] In September 2019, Anchor welcomed William M. Haselden as Senior Relationship Manager. Prior to joining Anchor Investment Management, William served as a Personal Trust Specialist and Vice President for Branch Bank and Trust Company. He has over eighteen years’ experience in the financial services industry specializing in trust,…
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Highest Morningstar RatingTM for Wallick Investments’ Fidelis composite for 3-year risk-adjusted performance as of September 30, 2019

[caption id="attachment_25367" align="alignnone" width="1835"] Wade Stinnette, Dan Wallick, Susan Wallick & Jake Wallick[/caption] 1 of only 7 RIA firms in SC to receive Morningstar Separate Account Ratings, Wallick Investments, LLC’s Fidelis composite received a 5-star Morningstar Rating among 464 large-cap value products for 3-year risk-adjusted performance, and a 4-star Morningstar Rating for 5-year and Overall…
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Local Merrill Lynch Financial Advisor Terry Whigham Named on the 2019 Forbes “Best-in-State Wealth Advisors” List

Columbia, SC – Merrill Lynch announced today that Financial Advisor Terry Whigham has been recognized on the 2019 Forbes “Best-in-State Next-Generation Wealth Advisors 2019" list, published on September 5, 2019. In all, 418 Merrill Lynch advisors are included on this year’s list, the most of any firm. [caption id="attachment_24681" align="alignleft" width="231"] Local Merrill Lynch Financial…
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Local Merrill Lynch Financial Advisor William Phemister Velasco Named on the 2019 Forbes “Best-in-State Wealth Advisors” List

Columbia, SC – Merrill Lynch announced today that Financial Advisor William Velasco has been recognized on the 2019 Forbes “Best-in-State Next-Generation Wealth Advisors 2019" list, published on September 5, 2019. In all, 418 Merrill Lynch advisors are included on this year’s list, the most of any firm. [caption id="attachment_24683" align="alignleft" width="200"] Local Merrill Lynch Financial…
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Dividend Assets Capital LLC Expands Asset Management Group

Dividend Assets Capital LLC (DAC), an independent financial advisory firm in Ridgeland SC, has expanded its asset management services with the addition of Bill Ford, CFP®, the new head of institutional sales. [caption id="attachment_24458" align="alignleft" width="300"] Bill Ford[/caption] Ford’s area of expertise includes traditional and alternative investment management, asset allocation, retirement plan and insurance solutions.…
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Jacob D. Wallick of Wallick Investments, LLC passes Level II CFA® Exam

Columbia, SC, August 12, 2019 - Nationally-ranked Wallick Investments, a South Carolina-based Registered Investment Advisory firm, is proud to announce that Mr. Jacob (Jake) Wallick, junior portfolio manager and managing partner associate, passed the Level II exam of the CFA Program, administered in Charlotte, NC. 44% of candidates passed the June 2019 Level II exam.…
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Resource Financial pairs with NestReady

Partnership streamlines end-to-end homebuying process Columbia, S.C.-based Resource Financial Services has partnered with NestReady, a technology firm that has developed platforms to bring all parties in the homebuying process together, and make mortgage lenders the trusted brand for every homebuying need. Resource Financial turned to NestReady to streamline its mortgage services offering and to provide…
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Merrill Lynch Financial Advisor Paula Sabbagha Earns the Certified Divorce Financial Analyst® Designation

Columbia, S.C. – Merrill Lynch today announced that Paula Sabbagha of Merrill Lynch’s Columbia office has earned the Certified Divorce Financial Analyst® (CDFA®) certification awarded by the Institute for Divorce Financial Analysts™. “We are proud to congratulate Paula on earning the CDFA® certification,” said Joe Powers, market executive. Sabbagha is committed to helping clients in…
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