Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
43 years
Location
Beaufort, SC 29902
Merrill
Institution
W Clark IV is a Senior Financial Advisor and senior member of The Clark-Troutman Group, a seven-person wealth management team at Merrill Lynch Wealth Management serving clients throughout the United States. He has been recognized on the Forbes "Best-in-State Wealth Advisors" list for six consecutive years as of April 2025. The Clark-Troutman Group has also been named to the Forbes "Best-in-State Wealth Management Teams" for four consecutive years as of 2026.
Clark joined Merrill Lynch in 1984 and has developed a client-focused practice dedicated to helping clients achieve their financial goals. His approach emphasizes understanding each client's unique situation and collaborating with his team, along with resources from Merrill, Bank of America, and clients' external professionals, to develop and implement strategies addressing investment and liability management, retirement planning, and trust and estate planning services, with a focus on risk mitigation.
He holds a Bachelor's Degree from Bucknell University and holds the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Clark enjoys cooking, golfing, and spending time with his family.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Beaufort, SC Bay St
700 Bay St
Beaufort SC 29902
Advisors at this office
11
New Jersey · South Carolina · Texas
43 years of industry experience
Bank Of America, N.a.
2009 - Present • 17 years
Florham, NJ
Merrill
1984 - Present • 42 years
Morristown, NJ
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
CFP®, Series 63
Beaufort, SC
Carolina Planning Group LLC
Jack Worrell is a CFP® with 16 years of industry experience, currently serving as the sole advisor at Carolina Planning Group LLC in Beaufort, SC. He has worked with Woodbury Financial Services Inc. since 2006 and is also involved in property and casualty insurance sales through Kinghorn Insurance Agency. Carolina Planning Group provides personalized financial planning and investment management to individuals, high-net-worth clients, and entities such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm utilizes a strategic asset allocation, core-and-satellite approach focused on passive, multi-factor investments and global diversification, primarily recommending Dimensional Fund Advisors mutual funds for core exposure.
ChFC®, Series 63
Beaufort, SC
BG Financial Advisors, LLC
Robert Green is the principal advisor at BG Financial Advisors, LLC in Beaufort, SC, with 24 years of industry experience. He holds the ChFC® and Series 63 designations and has been operating his advisory business since 1988. Green is also a licensed attorney, though he is not currently practicing law, and he spends a small portion of his time involved in insurance sales. BG Financial Advisors serves individual clients by providing financial planning and investment management focused on retirement strategies. The firm employs discretionary portfolio management using asset-allocation model portfolios through SEI Private Trust, supplemented with customized allocations, and coordinates planning with clients’ tax and legal advisors.
Series 63
Beaufort, SC
Atlantic Capital Investments, LLC
Kent Thune is a financial advisor at Atlantic Capital Investments, LLC with 22 years of industry experience. He has worked at Atlantic Capital Investments since 2006 and has been affiliated with American Pensions, Inc. since 2000. Atlantic Capital Investments is a fee-only registered investment adviser that provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as corporate clients and pension plans. The firm operates primarily on a non-discretionary basis and emphasizes the use of no-load and load-waived mutual funds and ETFs, guided by a written investment policy statement and quarterly portfolio reviews.
Series 63
Bluffton, SC
Walls Investment Management Company
Richard Walls is a financial advisor at Walls Investment Management Company in Bluffton, SC, with 30 years of industry experience. He has worked at Walls Investments since 1998 and holds a Series 63 designation. Walls Investment Management provides personalized investment management and financial planning services to individual and institutional clients, including pension and profit-sharing plans, trusts, estates, and small businesses. The firm uses a mix of fundamental, technical, and cyclical analysis to construct portfolios focused on liquid instruments, and it offers discretionary portfolio management with regular account reviews.
Series 66
Bluffton, SC
Van Grouw Advisors, LLC
Matthew Van Grouw is a financial advisor at Van Grouw Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including IBN Financial Services, Inc. and Guardian Industries. In addition to his advisory role, he is employed as a staff accountant at James L. Van Grouw LLC, an accounting firm. Van Grouw Advisors, LLC provides discretionary asset and portfolio management services to individuals, high-net-worth clients, trusts, and estates. The firm employs a combination of fundamental and technical analysis across various strategies, including derivatives and margin use, and conducts regular portfolio reviews with tailored investment approaches.
Series 65
Bluffton, SC
Walls Investment Management Company
Richard Walls Jr. is a financial advisor at Walls Investment Management Company with 15 years of industry experience. He holds a Series 65 designation and has been with Walls Investments since 2007. Walls Investment Management provides personalized investment management and financial planning services to individual and institutional clients, including pension and profit-sharing plans, trusts, estates, and small businesses. The firm uses a mix of fundamental, technical, and cyclical analysis to manage portfolios focused on liquid instruments, and it offers discretionary portfolio management with regular account reviews.
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