Duane Haimbach

Advisor at Merrill

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Credentials

Series 63, Series 65

Merrill logo

Firm

Merrill

Location

Spartanburg, SC 29307

About

Duane Haimbach is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Spartanburg, South Carolina. He has been in the financial services industry since 1993, beginning his career with Banc of America Investment Services Inc., now part of Merrill Lynch. Duane provides personalized wealth management strategies tailored to clients' goals, focusing on areas such as education planning, family wealth management, legacy planning, retirement income, philanthropic planning, and managing new wealth. He emphasizes a comprehensive approach that adapts to changing market conditions and leverages resources from both Merrill and Bank of America.

Duane holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) credential. He earned a Bachelor of Arts degree in English from Wofford College in 1986 and a Master’s Degree from the U.S. Army War College in 2012. A retired Colonel from the South Carolina Army National Guard and a veteran of Operation Enduring Freedom, Duane integrates his leadership experience into his financial advisory work. He is a member of the Spartanburg Estate Planning Council and has been involved with several community organizations including Mobile Meals Spartanburg, Habitat for Humanity, and NewSpring Church.

Outside of his professional duties, Duane enjoys cooking, fishing, and golfing. He dedicates time to volunteering in the communities he serves, reflecting a commitment to civic engagement rooted in the traditions of Merrill. His personal philosophy emphasizes working one-on-one with clients to develop strategies designed to help pursue their long-term financial goals.

Expertise

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy Multi-generational wealth transfer

Occupation focus

Military & Veterans

Work history

Bank of America, N.A.

2011 - Present (15 years)

Merrill Lynch, Pierce, Fenner & Smith Incorporated

2009 - Present (17 years)

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