Myrtle Beach, SC Corporate Centre Dr Office

J Jordan is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2002 and holds a Bachelor's degree from Clemson University. Jordan has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). With a focus on family wealth management strategies, institutional investment consulting, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income, Jordan draws on extensive experience to assist clients in building and managing customized investment strategies. As a Senior Portfolio Advisor, he is authorized to manage client strategies on a discretionary basis within the firm’s Investment Advisory Program. Jordan actively participates in several community and professional organizations, including Surfside Rotary, Myrtle Beach Civitans, Knights of Columbus, and BNI.

Douglas Wahl is a Wealth Management Advisor and leads the Wahl Group team at Merrill Lynch Wealth Management. His primary focus on the team is planning, serving client needs in areas such as family wealth management strategies, liquidity management, managing new wealth, and personal retirement planning. He joined the Wahl Group in 2000 after completing his education. Doug holds multiple professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Private Wealth Advisor® (CPWA®), Certified Investment Management Analyst® (CIMA®), and Chartered Retirement Planning Counselor™ (CRPC™). He earned a Bachelor's degree in Mathematics/Biology from New College of Florida. In addition to his professional work, Doug participates in community service as a unit leader with the Boy Scouts of America and as a committee chair for the Philmont Staff Association. He is also involved with Belin Memorial United Methodist Church. Doug resides in Murrells Inlet with his wife Denise and their two children.

Mackenzie Wahl is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of the Wahl Group since 2015. She holds the professional designations of CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Financial Consultant® (ChFC®). Before joining Merrill Lynch, Mackenzie worked as a real estate attorney in Myrtle Beach for three years. She has been a member of the South Carolina Bar Association since 2012 but does not provide legal advice in her current financial advisory role. Mackenzie graduated Magna Cum Laude from the University of Kentucky with a bachelor's degree in History and participated in the Honors Program and Chi Omega sorority during her college years. She also holds a Juris Doctor degree from the Charleston School of Law, where she was actively involved in the Moot Court Board. In her personal time, Mackenzie enjoys reading, sewing, and traveling. She resides in Myrtle Beach, South Carolina with her husband, Craig.

Kristen Geno is a financial advisor with Merrill in Myrtle Beach, SC, holding a Series 66 designation and four years of industry experience. She has worked at Merrill since 2021 and previously spent sixteen years at Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Jessica Smith is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019. Prior to this, she was involved with the HGTC Foundation for four years. Outside of her advisory role, she serves as a bookkeeper for Calvin Construction & Consulting, a construction and consulting business in Myrtle Beach, SC. 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Denise Lowe is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2008. 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 offers model-based and discretionary strategies managed by internal teams and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Crosby is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients from diverse backgrounds who aim to lead active lives while also attending to the financial needs of their families. Daniel engages in discussions with clients facing multiple priorities, helping them manage family responsibilities alongside long-term financial planning. His work includes assisting clients with strategies for their aging parents, monetizing business or real estate investments, and preparing for challenges such as long-term care and retirement income to provide financial security. Daniel holds a Bachelor's degree in Justice Studies from The College of New Jersey, where he also volunteered as a Criminal Law teacher's aide. He has earned the Chartered Retirement Planning Counselor™ designation and is recognized as a Personal Investment Advisor. His professional expertise covers areas like employee benefits planning, family wealth management, liquidity management, retirement income, and tax minimization. Residing in Pawleys Island with his wife and three children, Daniel enjoys family camping trips involving hiking and exploring nature. He has been involved with Habitat for Humanity, serving as Chairman of the Board of Directors for its Georgetown County chapter. Daniel also participates in recreational soccer coaching and leadership activities at his church.

Ryan Di Maria is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 22 years of experience in the financial industry. He holds degrees in Accounting and Finance from Coastal Carolina University and is a Certified Plan Fiduciary Advisor (CPFA). As a qualified Portfolio Manager, Ryan provides traditional financial advice and guidance and helps clients pursue their objectives by building and managing personalized or defined strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He also manages client strategies on a discretionary basis through the firm's Investment Advisory Program. Ryan's areas of focus include college education planning, family wealth management strategies, retirement income, legacy planning, and special needs planning strategies, among others. He has been involved with community organizations such as the South Carolina Autism Society and has served as a board member for the Boys and Girls Club. Ryan resides in Litchfield Beach with his wife Lauren and their two children, Jakob and Riley. In his personal time, he enjoys spending time with his family, fishing, golfing, and surfing.

Craig Wahl is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and holds several designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Craig graduated Magna Cum Laude from California State University with a bachelor's degree in Commercial Music and Business Administration. Before joining Merrill Lynch and the Wahl Group in 2010, he worked in the Litigation Consulting Field for five years. He is also a member of the American Society of Composers, Authors and Publishers (ASCAP). Craig lives in Myrtle Beach, South Carolina, with his wife, Mackenzie. His client focus areas include college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, special needs planning strategies, sports and entertainment, and tax minimization.

Joseph Johnson is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He works closely with individuals, families, and businesses to develop comprehensive financial planning strategies across investing, insurance, risk management, and utilizes banking products and lending services from Bank of America. Joseph has been in the financial industry since 2008. He holds a Personal Investment Advisor (PIA) designation and completed his High School Diploma/GED at Coastal Carolina University. He is involved with Habitat for Humanity and contributes his time to this community organization. In his personal time, Joseph enjoys adventure sports, biking, boating, cooking, golfing, hiking, reading, scuba diving, skiing, and traveling.

Donna Sullivan is a financial advisor with Merrill in Myrtle Beach, SC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been with Merrill since 2014. Outside of her advisory role, she owns and operates a specialty cake baking and design business. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Sawyer Jr. is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Soto Sawyer Crosby Group. As a fifth generation Conway native, he possesses deep roots in the Grand Strand community and a comprehensive understanding of the region's economic growth and evolving financial needs of affluent families. John brings over ten years of experience as a Financial Advisor, complemented by a prior decade in community banking. His expertise includes cash flow management, legacy planning, and navigating significant life events such as business monetization and retirement. He holds the Certified Plan Fiduciary Advisor® designation and additional credentials, including Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). He earned a Bachelor's degree in Finance from the University of South Carolina and a Master's degree in Business Administration from Winthrop University. John is actively involved with several community organizations, including the Grand Strand Sertoma Club, Horry Georgetown Technical College Foundation, and the Myrtle Beach Area Chamber of Commerce. He resides in Conway, SC, with his family and enjoys hunting, traveling, horseback riding, and spending time with them.

Matthew Lake is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on a people-first, service-driven approach to wealth management, supporting clients with empathy and clarity to promote long-term financial well-being. His client focus areas include corporate benefits, divorce transition planning, institutional and corporate benefit services, managing new wealth, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. Matthew holds a Bachelor of Science in Management with a Marketing minor and a Master of Science in Sports Management, both from Purdue University. He is a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and a Personal Investment Advisor (PIA). His background includes leadership development and education, including serving as Associate Director of Intramural & Club Sports at Case Western Reserve University. Beyond his professional role, Matthew is actively engaged in community service, contributing over 100 hours annually. He is involved with organizations such as Barnabas Horse Foundation, Grand Strand Miracle League, Habitat for Humanity Horry County, Leadership Grand Strand, and United Way Horry County, where he previously served as Vision Council Chair for the Community Impact Task Force.

Herman Watson is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been a part of the team since 2007. He leads an advisory team that focuses on helping clients develop goals-based wealth management strategies. Herman's approach emphasizes clear communication, aiding clients in understanding the narratives behind their financial data to facilitate logical decision-making throughout their financial journeys. His expertise encompasses family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. Herman holds a Bachelor of Science degree in Mechanical Engineering from the University of Florida and a Master's degree from East Carolina University. He has earned professional designations including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional responsibilities, Herman spends time with his family engaged in activities such as boating, fishing, swimming, and traveling. He also enjoys exercising, playing the piano, and watching his children participate in sports.

James Cunningham III is a financial advisor at Merrill with Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at Bank of America, Merrill, Wells Fargo, and First Citizens Bank. Outside of finance, he has experience working in retail and managing an indoor shooting range. Merrill, along 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 offers model-based and discretionary investment strategies for a broad range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.