Camden, SC Broad St Office

Team
Updated today

Client AUM

$1,541,041,140,087

Clients

1,791,731

Advisors

5

Of 25,448 advisors across 3,098 offices

Location

917 Broad St

Camden SC 29020

Advisors at this office

5

Advisors at this office

Nickolas K

ChFC®, Series 66

Camden, SC

Merrill

Nickolas King is a Financial Advisor with Merrill Lynch Wealth Management, where he integrates investment management with tax-aware and estate-conscious strategies to help clients align their financial decisions with both current priorities and long-term objectives. He focuses on supporting clients through life's transitions including divorce, retirement, and small business strategies, aiming to develop personalized wealth management strategies that are as flexible as changing market conditions. With over a decade of experience, Nickolas began his financial planning career after graduating from Flowery Branch High School and building a foundation in one of the nation's financial planning programs at the University of Georgia. He holds the Chartered Financial Consultant (ChFC) designation and Personal Investment Advisor (PIA) credentials, which support his approach to helping clients make informed decisions aligned with their values and life goals. Beyond his professional work, Nickolas has interests in chess, football, music, and pickleball. His work philosophy centers on helping clients uncover what matters most to them and their families to create strategies aimed at pursuing their financial goals with confidence.

General retirement planning Retirement income strategy Divorce financial planning Tax strategies for small businesses General tax planning Career Changers
user avatar

Erica C

Series 63, Series 66

Camden, SC

Merrill

Erica Chappell is a financial advisor at Merrill with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual and Ameriprise Financial. She is the registered agent and owner of EC Specialties LLC, a company used for tax purposes without her active involvement. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Tax-loss harvesting Active portfolio management Wealth management

Preston K

Series 66

Camden, SC

Merrill

Preston Kohn is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on understanding clients' personal priorities to develop tailored strategies that address their short-, mid-, and long-term financial goals. His role encompasses areas such as legacy planning, liquidity management, new wealth management, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Preston provides comprehensive resources ranging from general investing and retirement planning to saving for unexpected events, working collaboratively with clients to address their financial concerns and questions. He also coordinates access to Bank of America specialists for additional banking, credit, home financing, and small business solutions. Preston holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree from the University of South Carolina System. Outside of his professional work, Preston enjoys activities such as biking, fishing, running, skiing, soccer, and traveling. He also enjoys spending time watching soccer and fly fishing.

General retirement planning Retirement income strategy Wealth management Tax-loss harvesting Business sale tax planning

Edwin K

Series 63, Series 65

Camden, SC

Merrill

Edwin Kohn III serves as the Resident Director at Merrill Lynch Wealth Management and has been with the firm since 1996. His professional focus is on assisting individuals in meeting their financial goals through personalized wealth management strategies. He employs a process that involves understanding each client's financial priorities, current situation, and future objectives to build trust and develop customized plans that address their retirement, income, and tax minimization needs. Edwin holds a Bachelor of Science degree in Business Administration from the College of Charleston. He is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Prior to his financial services career, he served as a Navy Pilot flying FA-18s and F-16Ns, and is a graduate of the Navy Fighter Weapons School "Top Gun." He has been active in community organizations, including serving as Past President of Kershaw County American Red Cross, Kershaw County United Way, and KershawHealth Board of Visitors. Additionally, he has been on the Board of Directors for the Fine Arts Center of Kershaw County and is involved with the Boys and Girls Club of Kershaw County and his church. Edwin is married with three boys and enjoys running, biking, and swimming in his free time.

General retirement planning Retirement income strategy Income planning General tax planning Wealth management

C S

Series 66

Camden, SC

Merrill

C Spring II is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2000 and has been in the financial services industry since 1991. He focuses on developing strategies for individuals and institutions that consider risk tolerance, time horizon, liquidity needs, investment goals, and related costs. His approach to wealth management is consultative. He listens to and reviews clients' financial situations, considering their concerns and goals. He offers asset allocation recommendations that reflect clients' income and growth expectations. He takes into account clients' complete financial lives, including insurance, debt, education planning, wealth transference, and philanthropy. He follows up throughout the year to review performance and track changes in clients' financial pictures. C Spring II holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. He earned a Bachelor's degree from the College of Charleston. His personal interests include cooking, golfing, hiking, and reading.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Charitable giving & philanthropy Multi-generational wealth transfer
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")