The Chakeris Group

Merrill Lynch Wealth Management

75 Port City Lndg
Mount Pleasant, SC 29464
(843) 800-6836
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Whatever your personal goals may be, we will work with you to develop a customized financial strategy designed to help you pursue what’s most important to you. The Chakeris Group strives to provide an extraordinary level of client service and dedication, and welcome you to contact them to see how their knowledge and experience can help meet your financial needs and goals.
The Chakeris Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Meet Our Team
Costa Chakeris,

CPFA™, CPWA®

Managing Director, Wealth Management Advisor
843.800.6836
Thomas Rogers,

CFP®

Assistant Vice President, Wealth Management Advisor
843.800.6852
Susan L Randolph
Registered Senior Wealth Management Client Associate
843.800.6851
Ronda D Cockcroft
Registered Senior Wealth Management Client Associate
843.800.6837
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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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.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.