Weichsel Lan Exell Group

Merrill Lynch Wealth Management

75 Port City Lndg
Mount Pleasant, SC 29464
(843) 800-6855
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At The Weichsel Lan Exell Group, we strive to be the first call you make for objective advice, knowledgeable guidance, and caring personalized service. Highly approachable and readily accessible, we understand that both private clients and institutions depend on the performance of their investment portfolios to help fulfill their goals. Our mission is to help simplify and bring together all of the various parts of your financial life into a seamless, disciplined wealth management strategy.
Weichsel Lan Exell Group
Merrill Lynch Wealth Management
Welcome

Wealth Management

In today’s ever-changing world, we understand that managing significant wealth can be complicated and time consuming. We work with multiple generations of affluent families, as well as corporate executives, business owners, physicians, and other professionals who lead busy lives and don’t always have to time to research, develop and regularly review their financial strategy.

Listening carefully, we determine their spoken and unspoken needs and take the time to thoroughly explain concepts and options, so they’re empowered to make educated decisions that align with their goals. We work with our clients to help create customized wealth management strategies that may involve wealth structuring, retirement income planning, investment management, and estate planning services.

Our business has grown over the years through referrals, and that trust and confidence means the world to us. Our client-centric approach, paired with our education, professional designations, diversity, and access to the extensive resources at Merrill and Bank of America, have enabled us to develop and maintain multigenerational relationships with a broad spectrum of clients. 

 

Institutional Asset Management and Consulting

Our team also has a depth of experience working with institutional clients. We understand that fiduciaries have a significant responsibility with respect to the assets under their care, yet many do not have the time, resources, or expertise required to develop, implement, and monitor a disciplined, long-range strategy.
 
As a Global Institutional Consultant, Kirk Weichsel is among a select group of highly qualified and credentialed consultants at Merrill who can provide the in-depth knowledge and customized service and assistance institutional investors need to navigate today’s financial landscape.
 
Our goal is to help captive and traditional insurance companies, foundations, endowments, not-for-profit institutions, and business retirement plans create customized investment programs designed to support their missions and manage their fiduciary responsibilities. Combining our years of experience, knowledge, and energy with the banking resources of Bank of America and investing insights of Merrill, we provide trustees and investment committee members with thoughtful advice and sophisticated investment strategies to help them manage risk and fulfill their missions.





*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. 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.

 

About Us
Welcome

Wealth Management

In today's ever-changing world, we understand that managing significant wealth can be complicated and time consuming. We work with multiple generations of affluent families, as well as corporate executives, business owners, physicians, and other professionals who lead busy lives and don't always have to time to research, develop and regularly review their financial strategy.

Listening carefully, we determine their spoken and unspoken needs and take the time to thoroughly explain concepts and options, so they're empowered to make educated decisions that align with their goals. We work with our clients to help create customized wealth management strategies that may involve wealth structuring, retirement income planning, investment management, and estate planning services.

Our business has grown over the years through referrals, and that trust and confidence means the world to us. Our client-centric approach, paired with our education, professional designations, diversity, and access to the extensive resources at Merrill and Bank of America, have enabled us to develop and maintain multigenerational relationships with a broad spectrum of clients.

Meet Our Team
Weichsel Lan Exell Group Team Photo
Kirk Weichsel,

CFP®, CIMA®, CPFA™

Senior Vice President, Wealth Management Advisor
843.800.6855
Jyh-Yee Lan,

CPFA™, CRPC™

Vice President, Senior Financial Advisor
843.800.6846
Sarah Exell,

CFP®

Wealth Management Advisor
843.800.6861
Weichsel Lan Exell Group Team Photo
Ronda D Cockcroft
Registered Senior Wealth Management Client Associate
843.800.6837
Mallory Smith
Officer, Registered Wealth Management Client Associate
843.800.6974
Dawson Shirley
Registered Wealth Management Client Associate
843.800.6988
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.
Ryan Thrower
Wealth Strategies Advisor
Bank of America, N.A.
Madison Montemayor
Wealth Management Banking Specialist
Merrill
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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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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.