Merrill Lynch Financial Advisor Costa Chakeris

Services Offered

• Investment advice
• Financial planning
• Wealth management

About

Costa Chakeris is a financial advisor based in Mt Pleasant, South Carolina, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual client needs, focusing on understanding their life goals, risk tolerance, time horizon, and liquidity requirements. As a Certified Private Financial Advisor (CPFA) and Certified Private Wealth Advisor (CPWA), Costa provides comprehensive financial planning and investment management services. He serves a diverse clientele, helping them navigate their financial journeys with personalized strategies.

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