Michael and William Velasco: Merrill Father and Son Financial Advisors Both Named on Forbes’ "Best-in-State" Lists
Columbia, S.C. – Merrill announced that Financial Advisors Michael Velasco and William Velasco, father and son, have been recognized on two of the Forbes “Best-in-State" lists. Michael Velasco is named on the 2020 Forbes “Best-in-State Wealth Advisors” list, published on January 16, 2020, and William Velasco is named on the 2019 Forbes “Best-in-State Next-Gen Wealth Advisors” list, published on September 5, 2019. In all, 1,015 Merrill advisors are included on this year’s “Best-in-State Wealth Advisors” list (the most of any firm), and 417 Merrill advisors are included on the 2019 “Best-in-State Next-Gen Wealth Advisors” list.
“We are incredibly proud of Mike and William for being named to these lists. They consistently demonstrate what it means to be leaders in the wealth management space,” said Joe Powers, market executive. “Mike and William have always been dedicated to providing our clients the highest level of service.”
Both residing in Columbia, S.C., Michael Velasco has been a part of Merrill’s Columbia office for 27 years, and William Velasco has been based in the Columbia office for six years.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment services for individuals and businesses globally. With $2.6 trillion in client balances as of December 31, 2019, it is among the largest businesses of its kind in the world. Bank of America Corporation, through its subsidiaries, specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment, cash and credit management. Within this business, Merrill Private Wealth Management focuses on the unique and personalized needs of wealthy individuals, families and their businesses. These clients are served by approximately 200 highly specialized private wealth advisor teams, along with experts in areas such as investment management, concentrated stock management and intergenerational wealth transfer strategies. Merrill Lynch Wealth Management is part of Bank of America Corporation.
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of BofA Corp.
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MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of BofA Corp.
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