Advisor at Merrill
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John Dawalt is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in financial strategies tailored for high-net-worth individuals, retirement plans, and business exit planning. His expertise includes divorce transition planning, family wealth management, services for endowments, foundations, and non-profits, as well as investment consulting for defined contribution plans. John also offers guidance in personal retirement planning, tax minimization, retirement income, and serves clients in the sports and entertainment industries.
John holds multiple professional designations, including Certified Investment Management Analyst (CIMA®), Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). He earned his bachelor's degree from the University of Wisconsin-Stevens Point. In addition to his professional work, John is involved in community organizations such as the Dutch Fork Touchdown Club and is a member of the Optimist Club and Vistage.
Outside of work, John resides in Irmo, South Carolina with his wife, Mandy, and their two children.
Bank Of America,Na
2009 - Present (17 years)
Merrill Lynch Pierce Fenner & Smith Inc
2003 - Present (23 years)
Series 66
Columbia, SC
Edward Jones
CFP®, Series 66
Columbia, SC
Edward Jones
CFP®, Series 66
West Columbia, SC
Edward Jones
CFP®, ChFC®, Series 63, Series 66
Chapin, SC
Edward Jones
Series 66
Columbia, SC
Edward Jones
Series 63, Series 66
Newberry, SC
Edward Jones
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