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Kevin B

Series 66

Folly Beach, SC

Merrill

Kevin Brazell is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is one of the managing partners of WMB & Associates, where he focuses on providing customized wealth management strategies and estate planning services to high-net-worth families, executives, and business owners. He also serves as a client relationship manager, guiding clients through the retirement planning process and assisting them in maintaining their financial lifestyle. Kevin holds a Bachelor's Degree from the University of South Carolina. He has earned several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Through his CEPA designation, he helps business owners build more valuable companies, align their personal goals, and increase the viability of their financial plans. In addition to his professional work, Kevin participates in his community by volunteering with organizations such as First Tee of Columbia and the Midlands Golf Foundation. His approach emphasizes understanding clients' life priorities to create personalized financial plans tailored to their goals and aspirations.

Wealth management Business exit / sale strategy Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Executive
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