Victor Mcleod serves as Senior Resident Director at Merrill Lynch Wealth Management, where he focuses on delivering comprehensive family wealth management strategies, philanthropic planning, and specialized services for clients in the sports and entertainment sectors. In his role, he emphasizes connecting all aspects of clients' financial lives to help 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). He is actively involved in professional organizations such as the Estate Planning Council of Spartanburg, where he is a Past President, the Ferrari Club of America as President of the Southeastern Region, and the Rotary Club of Downtown Spartanburg. He also serves on the South Carolina Council of Advisors on Consumer Credit and has held leadership roles with the Spartanburg Philharmonic Board. Outside of his professional commitments, Victor participates in community initiatives including Habitat for Humanity, scouting programs, and church activities. His personal interests include 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.

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.

John Mauney is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 2013 following his graduation from Clemson University. John joined Mauney & Associates in 2015, where he focuses on creating customized financial plans tailored to the unique goals of his clients. John holds the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards, Inc., the Chartered Retirement Planning Counselor™ certification from The College for Financial Planning Institutes Corp., as well as the NAPA Certified Plan Fiduciary Advisor® designation. He earned a Bachelor of Science degree in Financial Management with minors in Accounting and Management from Clemson University in 2013 and completed his high school education at Spartanburg High School. His client focus areas include divorce transition planning, education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Outside of work, John is involved with Mobile Meals of Spartanburg and Trinity United Methodist Church. He enjoys spending time with his wife and two sons, volunteering, and engaging in outdoor activities.