McLeod & Associates Team Photo

McLeod & Associates

Merrill Lynch Wealth Management
295 E Main St
Spartanburg, SC 29302
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Whatever your life priorities, the team works closely with you to help you achieve the goals that matter most to you, your business and your family.
McLeod & Associates
Merrill Lynch Wealth Management
Welcome

Whether considering family, home, work, health or retirement you have goals and concerns that are important to you.  The value you place on your life priorities is matched by a desire to work with an advisory team that takes the time to listen to your questions, concerns, goals and dreams; one capable of using this understanding to provide the guidance needed to help you, your business and your family achieve the most out of life.

It may be time for a new approach to the journey ahead - one based on your best interests while providing you with the trust, accountability and care you desire along the way.  McLeod & Associates can assist you along this path, providing the resources needed to help you, your business and your family connect to a better financial life.

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About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Victor McLeod, CFP®,SE\-AWMA™
Senior Vice President, Senior Resident Director
864.596.5474
Tom Clark, AAMS™,CEPA®
Financial Advisor
864.596.5408
Dawn Michele Gerlach Smith
Wealth Management Client Associate - Resident Director Assistant
864.596.5423
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Louis Li
Alternative Investments Sales Desk Specialist
Ryan Thrower
Wealth Strategies Advisor
Jamie Mehaffey
Wealth Management Banking Specialist
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.