Advisor at Merrill
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Victor Mcleod serves as Senior Resident Director at Merrill Lynch Wealth Management, where he focuses on delivering comprehensive family wealth management strategies, philanthropic planning, and specialized services for clients in the sports and entertainment sectors. In his role, he emphasizes connecting all aspects of clients' financial lives to help prioritize and pursue their most important goals.
Victor holds a Bachelor's Degree from Clemson University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is actively involved in professional organizations such as the Estate Planning Council of Spartanburg, where he is a Past President, the Ferrari Club of America as President of the Southeastern Region, and the Rotary Club of Downtown Spartanburg. He also serves on the South Carolina Council of Advisors on Consumer Credit and has held leadership roles with the Spartanburg Philharmonic Board.
Outside of his professional commitments, Victor participates in community initiatives including Habitat for Humanity, scouting programs, and church activities. His personal interests include fishing, music, and spending time with his family.
Bank of America, N.A.
2011 - Present (15 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
2007 - Present (19 years)
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