The Clark Troutman Group
700 Bay St
Beaufort, SC 29902
(843) 524.6793
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Mission Statement
Delivering a boutique-like approach, with the robust financial services of a global institution to affluent families, individuals, and private business owners.
Welcome

The Clark-Troutman Group is a seven member Wealth Management Team with offices in Beaufort, South Carolina and metropolitan New York. We have over 140 years of combined financial services and banking industry experience, and as of October 16, 2024 have been entrusted with over $920 Million in client balances. Our group has significant experience advising families, individuals, business owners, professionals, and corporate executives, assisting them manage all aspects of their finances including:

-diversified portfolio strategies; -retirement and wealth management planning; -concentrated stock management; -banking and lending through Bank of America, N.A.; -trust and estate planning services; -philanthropy; -access to family office services; and -tax minimization strategies in collaboration with your tax professionals *Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.

As a trusted resource to organizations of all sizes, The Clark Troutman Group provides tailored retirement plan strategies designed to help you attract and retain top talent while meeting your fiduciary responsibilities.  Our institutional retirement services team brings decades of experience in plan design, implementation, and ongoing management.

Plan Types We Support ·         401(k) Plans ·         403(b) Plans ·         Defined Benefit Plans ·         Cash Balance Plans ·         Non-Qualified Deferred Compensation Plans

Recognition
W. Gerould Clark IV
Managing Director, Senior Financial Advisor
Forbes "Best-in-State Wealth Advisors", 2020-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
The Clark Troutman Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Click here to learn more about advisor recognitions
About Us
Our Philosophy

In 1914, Merrill Founder Charles Merrill said, "The interests of our customers MUST come first." That is a commitment that The Clark-Troutman Group honors today, and always will. With the industry leading investment insights of Merrill, access to the specialized wealth structuring services of Bank of America Private Bank and the banking convenience of Bank of America, we take great pride in delivering a breadth of financial services to our clients addressing virtually every financial challenge they may face on either side of the balance sheet.

Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2022 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.
Meet Our Team
W. Gerould Clark IV
Managing Director, Senior Financial Advisor
843.322.3282
John C. Troutman, Jr.,

CPFA™, CPWA®

First Vice President, Wealth Management Advisor
843.524.6293
A. Danielle Troutman
Vice President, Resident Director
843.524.6793
Christopher J. Gilbert,

CPFA™, CRPS™

Assistant Vice President, Senior Financial Advisor
843.800.6812
Kimberly T. Keyserling
Assistant Vice President, Wealth Management Associate
843.524.6909
Susan Alvarez
Officer, Registered Wealth Management Client Associate
843.322.3286
Lindsay D. Kave
Wealth Management Client Associate
843.322.3285
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Kimberly Abernethy
Wealth Management Banking Specialist
Merrill
Rhonda S Brooks
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #589225
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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

"Bank of America" is a marketing name for the Retirement Services business of Bank of America Corporation ("BofA Corp.").

"Bank of America" is a marketing name used by several Bank of America Corporation (“BofA Corp.”) businesses, including, but not limited to, Global Institutional Consulting, which offers products and services for the benefit of institutional and ultra-high net worth clients.

Banking activities may be performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. Brokerage and investment advisory services are provided by wholly owned non-bank affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”), a dually registered broker-dealer and investment adviser and Member SIPC . 

Global Institutional Consulting, operating under the name “Bank of America,” is a business offering products and services for the benefit of institutional and ultra‐high net worth clients and is part of Global Wealth and Investment Management (GWIM), the wealth and investment management division of Bank of America Corporation (“BofA Corp.”).

Global Institutional Consultants mentioned herein are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S“ or “Merrill”) and may assist you with investment products and services. The nature and degree of advice and assistance provided, the fees charged, and clients’ rights and Merrill’s obligations will differ depending upon the products and services actually provided.

Merrill Lynch Life Agency Inc. (“MLLA”) is a licensed insurance agency and a wholly owned subsidiary of BofA Corp.

Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of BofA Corp.

Investment products offered through MLPF&S and insurance and annuity products offered through MLLA:

Are Not FDIC Insured

Are Not Bank Guaranteed

May Lose Value

Are Not Deposits

Are Not Insured by Any Federal Government Agency

Are Not a Condition to Any Banking Service or Activity

 

MLPF&S makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of BofA Corp.

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