Merrill Lynch Private Wealth Advisor Russ Purdy

Services Offered

• Investment advice
• Financial planning
• Wealth management

About

Russ Purdy is a Private Wealth Advisor at Merrill Lynch, located in Columbia, South Carolina. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. With a focus on personalized financial planning, Russ serves a diverse clientele, helping them navigate their financial journeys. His expertise is supported by his credentials as a CAIA and CFA, ensuring clients receive informed and professional guidance.

Reviews

Location

Business Information