Category Archives: Finance

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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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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Sonya Arnold Motes named on 2019 Forbes “Best In State Wealth Advisors” list

Local Merrill Financial Advisor Sonya Arnold Motes Named on the 2019 Forbes "Best-in-State Wealth Advisors" List Columbia, S.C. – Merrill announced today that Financial Advisor Sonya Arnold Motes has been recognized on the 2019 Forbes “Best-in-State Wealth Advisors" list, published on February 20. In all, 1,019 Merrill Lynch advisors are included on this year’s list,…
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Local Merrill Lynch Wealth Management Financial Advisor Michael Phemister Velasco Named on Forbes’ “Best-in-State Wealth Advisors” and Barron’s “Top 1,200 Financial Advisors” 2019 Lists

Columbia, S.C. – Merrill Lynch Wealth Management announced today that Financial Advisor Michael Velasco has been recognized on the Forbes “Best-in-State Wealth Advisors" and Barron’s “Top 1,200 Financial Advisors” 2019 lists. The lists were published on February 20 and March 11, respectively. Merrill Lynch topped both lists with 1,019 advisors named to the Forbes "Best-in-State…
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William R. Jeter – Abacus Planning Group, Inc.

Abacus Planning Group, Inc. proudly announces that William R. Jeter has completed all requirements for the CFP® credential. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination that covers the following areas:…
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William Jeter completes CFP certification

Abacus Planning Group, Inc. proudly announces that William R. Jeter has completed all requirements for the CFP® credential. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination that covers the following areas:…
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Wallick Investments’ Core Growth and Fidelis composites receive 4-star Morningstar Ratings Overall

[caption id="attachment_18615" align="alignleft" width="1835"] Wade Stinnette, Dan Wallick, Susan Wallick & Jake Wallick[/caption] Columbia, SC, March 7, 2019 - Wallick Investments, LLC’s chief equity composite strategy, WI Core Growth, received a 4-star Morningstar RatingTM among 159 mid-cap blend products as of December 31, 2018 for 3-year, 5-year, 10-year and Overall risk-adjusted performance. WI Core Growth…
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