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Top 29 financial advisors of 29 near 29020
Out of 400,000+ nationwide
Elise B
CFP®, Series 66
Columbia, SC
Edward Jones
Nickolas K
ChFC®, Series 66
Camden, SC
Merrill
Nickolas King is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies tailored to the evolving needs of his clients. He focuses on areas such as divorce transition planning, personal retirement planning, small business strategies, tax minimization, and retirement income. Nickolas aims to create flexible financial plans that help clients navigate changing market conditions and life circumstances. With over 10 years of experience, Nickolas builds his practice on a deep understanding of each client’s full financial picture. He integrates tax-aware and estate-conscious strategies into his approach, drawing on investment insights from Merrill and banking and lending solutions through Bank of America. His mission centers on helping clients pursue financial freedom by uncovering what matters most to them and designing strategies that withstand the test of time. Nickolas earned his high school diploma from Flowery Branch High School and studied Financial Planning at the University of Georgia. He holds the Chartered Financial Consultant® (ChFC®) designation and Personal Investment Advisor (PIA) credential. Outside of work, Nickolas enjoys chess, football, music, and pickleball.
Preston K
Series 66
Camden, SC
Merrill
Preston Kohn is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their personal priorities and goals, developing tailored strategies for wealth and life planning. His approach includes assisting with legacy planning, liquidity management, retirement income, philanthropic planning, and investment strategy. Preston also offers support with small business strategies, tax minimization, and portfolio management services. Preston holds a Bachelor's Degree from the University of South Carolina and carries multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He serves as a resource for clients on a range of financial matters, from general investing and retirement planning to unexpected expenses, coordinating with Bank of America specialists when needed. Outside of his advisory role, Preston enjoys biking, fishing, running, skiing, soccer, and traveling. He also appreciates spending time watching soccer and fly fishing. His personal philosophy centers on uncovering what matters most to clients and their families to create strategies that pursue their financial goals.
Edwin K
Series 63, Series 65
Camden, SC
Merrill
Edwin Kohn is the Resident Director at Merrill Lynch Wealth Management, where he has been serving clients since 1996. He specializes in working with individuals to help them meet their financial goals by creating customized wealth management strategies. His approach emphasizes thoroughly understanding clients’ financial priorities through attentive listening to their current situations, future objectives, and potential concerns. Edwin follows a disciplined, time-tested investment process while adapting to changing economic conditions, assisting clients with portfolio management, retirement planning, liquidity management, tax minimization, and college education planning. Edwin holds the Chartered Retirement Planning Counselor (CRPC™) and Personal Investment Advisor (PIA) designations. He earned a Bachelor of Science degree in Business Administration from the College of Charleston. Prior to his financial services career, Edwin served nine years as a Navy Pilot flying FA-18s and F-16Ns and is a graduate of the Navy Fighter Weapons School "Top Gun." He has held leadership roles in his community, including past presidencies of the Kershaw County American Red Cross, Kershaw County United Way, and the KershawHealth Board of Visitors, as well as serving on the Board of Directors of the Fine Arts Center of Kershaw County and involvement with the Boys and Girls Club of Kershaw County. Edwin is married with three sons. His personal interests include running, biking, and swimming. He also participates in community and church activities.
C S
Series 66
Camden, SC
Merrill
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.
Edward T
Series 63, Series 66
Camden, SC
Camco, LLC
Philip G
Series 63, Series 65
Camden, SC
Cannon Advisors
Craig S
Series 63, Series 66
Atlanta, GA
Advisory Services Network
William G
Series 63, Series 66
Camden, SC
Advisory Services Network
Jonathan F
ChFC®, Series 63, Series 66
Atlanta, GA
Advisory Services Network
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Top 29 financial advisors of 29 near 29020
Out of 400,000+ nationwide