Branch Office Profile
The Merrill Lynch Beaufort Office focuses on delivering wealth management strategies to high net worth individuals and businesses while striving to deliver exceptional service. Our goal is to assist our clients in wealth accumulation, wealth preservation, and wealth transfer strategies through customized financial strategies. The process includes asset allocation, portfolio management, liability management, tax minimization, and asset protection. We also assist our clients with concentrated stock positions and hedging and liquidity strategies through alternative investments*, collars, and customized liquidity contracts. We work with business owners through all stages of their life cycle, from growth to maturity, by providing cash management for day-to-day operations, short-term financing for capital expansion, long-term financing for equipment or acquisition of a new site. Our clients have access to a full range of flexible financing products. We also provide succession planning, the private sale of businesses and group benefit plans.
The Merrill Lynch Beaufort, SC Office consists of experienced Financial Advisors who are dedicated to helping high-net-worth individuals—and their families and businesses— achieve their financial goals and receive superior client service. We are committed to exceeding your expectations in every area, and we work to make every contact and communication a positive one for you. We make it a priority to reach out to you to see if your needs and concerns are being taken care of. We employ Merrill Lynch’s time-tested wealth management process on your behalf. We begin by taking the time to fully understand your current financial situation so we can offer knowledgeable, individualized strategies. We welcome the opportunity to demonstrate how we can make a significant difference in your life through strategies that can include wealth preservation and growth, cash flow consistency, retirement opportunities, wealth transfer and philanthropic endeavors.
Jack started with Merrill Lynch when the Beaufort office doors opened in 1995 and became the Branch Director in 2010. Jack has a B.S. in Business Administration from The Citadel, holds the Series 7, 66, 9 and 10 FINRA registrations, and earned his Chartered Retirement Plan Counselor SM (CRPC®) designation in 2011. Since moving to Beaufort in 1978, Jack has served as President of The Greater Beaufort Chamber of Commerce, President of Sea Island Rotary, President of the Beaufort Chapter of the Citadel Alumni Association and has been a member of the Chain Crew for the Beaufort High Football Team since 1992. Jack and his wife Mary, a retired teacher at Beaufort High School, reside on Lady’s Island.
Our most deeply held commitment and tradition is that clients’ interests come first. We are prepared to use our experience and move quickly as your goals change, family or business situations develop and new financial commitments arise. We will maintain contact with you to help anticipate your needs and adjust your strategies. Earning your trust is our goal, and we encourage you to contact us at any time.
We support our communities as volunteers and sponsors of local charities, including the arts, children’s programs, and health-oriented activities.
***Some or all alternative investments may not be suitable for all investors.
***Asset allocation does not ensure a profit or protect against loss in declining markets.
***Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.
***Chartered Retirement Planning Counselor SM and CRPC® are registered service marks of the College for Financial Planning.