Merrill Lynch Financial Advisor Ladd G. Lumpkin Earns the Certified Divorce Financial Analyst® Designation
Columbia, S.C. – Merrill Lynch today announced that Ladd G. Lumpkin of Merrill Lynch’s Columbia office has earned the Certified Divorce Financial Analyst® (CDFA®) certification awarded by the Institute for Divorce Financial AnalystsTM.
“We are proud to congratulate Ladd on earning the CDFA® certification,” said Joe Powers, market executive.
Lumpkin is committed to helping clients in the Columbia area pursue their financial goals by offering personalized wealth management strategies. Lumpkin, a resident of Columbia, S.C., received a master’s degree from the University of South Carolina and joined Merrill Lynch in 1994. He is located in the Columbia Merrill Lynch office at 1301 Gervais St., Suite 1500 and can be reached at 803.733.2189 or by visiting fa.ml.com/south-carolina/columbia/ladd_lumpkin.
Bank of America Corporation
Merrill Lynch is a leading provider of comprehensive wealth management and investment services for individuals and businesses globally. With 14,820 financial advisors and $2.3 trillion in client balances as of June 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.
Investing involves risk, including the possible loss of principal investment.
Merrill Lynch Wealth Management makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker dealer, Member SIPC, and other subsidiaries of Bank of America Corporation.
Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
Merrill Lynch and the Bull Symbol are trademarks or registered trademarks of Bank of America Corporation.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial Analysts™.
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