Dalton Bartholomew

Victor Mcleod serves as the Senior Resident Director at Merrill Lynch, where he focuses on family wealth management strategies, philanthropic planning, and sports and entertainment. He aims to connect all aspects of clients' financial lives to help them 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). His experience extends beyond financial strategies to being an essential resource for his clients. He has been involved with several professional organizations, including serving as Past President of the Estate Planning Council of Spartanburg and the Ferrari Club of America, as well as holding board member positions with the Rotary - Downtown Spartanburg and the South Carolina Council of Advisors on Consumer Credit. Victor is also Past President of the Spartanburg Philharmonic Board. His community involvement includes Habitat, Scouts, and Church. In his personal time, he enjoys fishing, music, and spending time with his family.

Thomas Clark is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he helps clients develop personalized wealth management strategies tailored to their unique financial situations and goals. He provides access to Merrill's investment insights as well as banking and lending solutions through Bank of America, aiming to support clients as they navigate changing market conditions and life events. Thomas holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He earned a Bachelor’s Degree from Southern Methodist University. His approach emphasizes adapting investment strategies to align with clients' evolving needs and retirement objectives.