Columbia, S.C. – Merrill Lynch Wealth Management today announced that William Velasco has earned the Certified Exit Planning Advisor®(CEPA®) designation offered by the Exit Planning Institute.
“We are proud to congratulate William on earning the Certified Exit Planning Advisor®(CEPA®) designation,” said Joe Powers, market executive.
Velasco, a resident of Columbia, S.C., received a bachelor’s degree from The Citadel and joined Merrill in 2014. Velasco is located in the Columbia Merrill office at 1301 Gervais Street and can be reached at 803-540-3396 or by visiting https://fa.ml.com/south-carolina/columbia/tcgandassociates.
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.
Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
Merrill and the Bull symbol are trademarks or registered trademarks of Bank of America Corporation.
Certified Exit Planning Advisor® and CEPA® are registered service marks of the Exit Planning Institute.
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