Columbia, S.C. – Merrill Lynch today announced that Kevin Brazell of Merrill Lynch’s Columbia office has earned the Certified Plan Fiduciary Advisor (CPFA) credential offered through The National Association of Plan Advisors, an affiliate organization of the American Retirement Association.
“We are proud to congratulate Kevin on earning the CPFA credential,” said Joe Powers, market executive.
Kevin is committed to helping corporations and nonprofit organizations in the Columbia area design and implement retirement plans to meet the needs of both the company and its employees. Kevin, a resident of Blythewood, S.C., received a bachelor’s degree from University of South Carolina and joined Merrill Lynch in 2003. He is located in the Columbia Merrill Lynch office at 1301 Gervais Street and can be reached at 803.733.2110 or by visiting https://fa.ml.com/south-carolina/columbia/tcgandassociates/.
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Merrill Lynch is a leading provider of comprehensive wealth management and investment services for individuals and businesses globally. With 14,838 financial advisors and $2.3 trillion in client balances as of September 30, 2018, 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 Merrill Lynch, the Private Banking and Investment Group 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 is part of Bank of America Corporation.
Client Balances consists of the following assets of clients held in their Merrill Lynch accounts: assets under management (AUM) of Merrill Lynch entities, client brokerage assets, assets in custody of Merrill Lynch entities, loan balances and deposits of Merrill Lynch clients held at Bank of America, N.A., Member FDIC and affiliated banks.
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