The Clark Troutman Group
700 Bay St
Beaufort, SC 29902
(843) 524.6793
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Mission Statement
Delivering personalized, boutique wealth management services backed by the strength and resources of a global financial institution to help affluent families, individuals, business owners, and institutions achieve their financial goals.
Welcome

The Clark Troutman Group is a dedicated seven member Wealth Management Team servicing clients from our offices in historic Beaufort, South Carolina, and metropolitan New York.  With over 140 years of combined experience in financial services and banking, our team has earned the trust of successful families, individuals, business owners, corporate executives, and institutions, overseeing $936 million in client balances as of November 8, 2024.

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 and profit sharing, 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 Comprehensive Services

Wealth Management

-Customized portfolio strategies tailored to your goals
-Strategic concentrated stock management
-Risk-managed investment approaches
-Access to institutional-quality investments

Wealth Planning Advisory

-Comprehensive retirement planning
-Trust and Estate planning strategies
-Tax minimization approaches
-Access to Family office services
-Philanthropic planning
-Business succession planning

Banking & Lending Solutions

Through Bank of America, N.A., we offer access to:

-Custom lending solutions
-Specialized mortgage programs
-Secuirties-based lending
-Business banking services
-Corporate retirement plan services

Trust & Estate Services

-Multigenerational wealth transfer strategies
-Trust administration through Bank of America.
-Estate settlement services through Bank of America
-Charitable giving solutions

Institutional Retirement Services

-401(k), 403(b), and profit sharing
-Defined benefit and cash balance plans
-Non-qualified deferred compensation plans
- Access to Fiduciary guidance and oversight
-Plan design and implementation
-Employee education
-ERISA compliance support
-Fee analysis and benchmarking

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

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.

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

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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