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Ladd Lumpkin

Wealth Management Advisor, Managing Director

Merrill Lynch

United States, South Carolina, Columbia

About Me

Ladd focus on delivering a comprehensive approach to managing wealth that begins with listening to a client's needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. His access to the investment insights of Merrill and banking convenience of Bank of America helps address the various aspects of clients' financial lives. He is driven by my passion for delivering excellent service and helping clients pursue their goals.

Profile Information

Wealth Management Advisor, Managing Director

Merrill Lynch

Investment Team

Investor

Multi-Family Office

Columbia

South Carolina

United States

Aug 20, 2024

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