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 Joe Powers, market executive. “Taylor continues to deepen his knowledge of the industry in order to provide our clients the best guidance to help them pursue their financial goals.”
Stevens, a resident of Columbia, S.C., received a bachelor’s degree from University of South Carolina and joined Merrill in 2016. He is located in the Columbia Merrill office at 1301 Gervais St., Suite 1500 and can be reached at 803.733.2139 or by visiting fa.ml.com/wba.
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 $2.4 trillion in client balances as of September 30, 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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