Merrill Lynch

Wealth Managers Department

South Carolina
Current View:

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Merrill Lynch is "a premier investment adviser for South Carolina." It offers a comprehensive range of wealth management services from locations across the state.

The team at Columbia-based Ellison Kibler & Associates "are extremely sophisticated in their approach," enthuses one market source, who also says that "they are familiar with the needs of the high net worth client." Paul Vannatta at the Vannatta Group in Charleston is also noted, with a source describing him as "top-notch."

Key contacts:

E. Robertson "Bud" Kibler, Managing Director and Private Wealth Adviser

Paul Vannatta, Senior Vice President and Wealth Management Adviser