Beaufort, SC Office

Updated today
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Merrill

Institution

Firm-wide stats for Merrill

Total advisors

25,630

Across 3,282 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program. The firm offers model‑based and discretionary strategies constructed by internal Chief Investment Office (CIO) teams and third‑party style managers and implements trading, account administration and custody support for individuals, high‑net‑worth clients, pension and profit‑sharing plans, corporations and charitable organizations.

Portfolio implementation varies by Strategy: some are model‑based where MAA implements CIO or style manager models, while others authorize third‑party Discretionary Managers to execute trades directly; the CIO also uses strategic and tactical asset allocation and offers “tax aware” versions of related strategies for higher tax‑sensitivity investors. Cash allocations are typically swept through the Bank’s Cash Sweep Program or invested in money market alternatives, and clients can request reasonable investment restrictions (which MAA may accept or decline and may have limited effect where Funds are used).

Several features in the brochure distinguish Merrill from many peers: as part of the Bank of America group it has affiliates that operate in swaps and derivatives markets and it has disclosed planned arrangements to receive “Support Fees” and to offer optional Data Analytics to third‑party firms beginning January 1, 2027 (the brochure notes Merrill will not receive Support Fees for accounts enrolled in the SPS Program). The firm also discloses multiple SEC administrative orders and related enforcement matters (including a 2025 order with a $25 million civil penalty related to cash sweep disclosures), and the Program materials do not present the SPS service as a source of standalone financial planning.

Based on Merrill

Expertise

Tax-loss harvesting Active portfolio management Wealth management

Based on Merrill

Location

Beaufort SC

Advisors at this office

1

Advisors at this office

A T

Series 66

Beaufort, SC

Merrill

A. Danielle Troutman serves as the Senior Resident Director and Senior Financial Advisor at the Merrill office in Beaufort, South Carolina. She leads a team that focuses on providing wealth management services to generations of affluent families, including corporate executives, institutions, business owners, non-profit organizations, retirees, and widows. Danielle's approach integrates a client-focused strategy with the firm's goals-based wealth management process, global thought leadership, and advanced technological tools to assist clients in planning for their current and future financial needs. Danielle began her career in financial services in 2010 after several years in commercial real estate development and property management. Her expertise includes college education planning, divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management, tax minimization, and retirement income. She works closely with individuals and families to understand their financial situations and facilitate the attainment of their personal goals, such as funding education, ensuring retirement readiness, managing healthcare costs, and facilitating intergenerational wealth transfer. She graduated Magna Cum Laude from American InterContinental University with a Bachelor's degree in Marketing and holds the Personal Investment Advisor (PIA) designation. Danielle is active in her community, having served as the past President of the Board of Directors for Child Abuse Prevention Associates, a former board member of the Boys and Girls Club of Northern Beaufort County, and a volunteer at Riverview Charter School. She has also contributed to fundraising efforts for Beaufort Memorial Hospital Foundation, Friends of Caroline Hospice, and Young Life of Beaufort. Danielle resides on Lady's Island with her husband John and their four sons.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Elder care planning Multi-generational wealth transfer Parents Women Professionals
View complete list of advisors at this office
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