Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
I lead WMB (Whigham Meinel Brazell) & Associates, a boutique-style wealth management practice within Merrill Lynch Wealth Management. We cater to high earning executives and business owners, assisting them in all aspects of wealth creation and advisory.
Our thorough planning process leverages time, resources, and knowledge to help create a better experience and outcomes. We maintain a rules-based, data driven investment process and believe that wealth is created purposefully, over time. We construct strategies utilizing ideas and insights from within our firm, and network of other resources at our disposal. These strategies often address tax minimization, risk management, and maximizing cash flow. More than just serving as our clients’ financial advisor, we provide daily advice and guidance on investment management, banking, and family/estate planning services.
I am honored to have been recognized to Forbes "Best-in-State Wealth Advisors" List in 2022 & 2023 (Published annually Jan – April. Rankings based on data as of June 30 of prior year) and for our team, WMB & Associates, to have been recognized on the 2023 Forbes "Best-in-State Wealth Management Teams" list (Published on January 12, 2023. Rankings based on data as of March 31, 2022).
Outside of the office I enjoy being outdoors with my wife and 3 daughters. I enjoy high intensity interval training and riding my mountain bike on trails or on the road. I graduated of the University of South Carolina with a B.S. in Finance from the Darla Moore School of Business and currently hold the CRPC designation.
Ben Lippen High School
Dutch Fork High School
Francis Marion University
University of South Carolina
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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