C Spring
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
C Spring is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2000. He has worked in the financial services industry since 1991, focusing on developing strategies tailored to the unique financial situations of individuals and families. His consultative approach includes assessing clients’ risk tolerance, time horizon, liquidity needs, and investment goals, with comprehensive recommendations that consider insurance, debt, education planning, wealth transfer, and philanthropy. He maintains ongoing client relationships by regularly reviewing financial plans and performance to address evolving circumstances.
Spring holds a CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and a Personal Investment Advisor (PIA) designation. He earned his bachelor’s degree from the College of Charleston in 1991. His expertise includes college education planning, family wealth management strategies, legacy and philanthropic planning, retirement income, and services for endowments, foundations, and non-profits.
Outside of his professional role, Spring and his wife Maria reside in Camden, where they remain active in the community. His personal interests include cooking, golfing, hiking, and reading.
Bank Of America, N.a.
2009 - Present (17 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2000 - Present (26 years)
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