Terry Whigham

I lead WMB (Whigham Meinel Brazell) & Associates, a boutique-style wealth management practice within Merrill Lynch Wealth Management. We cater to high earning executives and business owners, assisting them in all aspects of wealth creation and advisory.

Our thorough planning process leverages time, resources, and knowledge to help create a better experience and outcomes. We maintain a rules-based, data driven investment process and believe that wealth is created purposefully, over time. We construct strategies utilizing ideas and insights from within our firm, and network of other resources at our disposal. These strategies often address tax minimization, risk management, and maximizing cash flow. More than just serving as our clients’ financial advisor, we provide daily advice and guidance on investment management, banking, and family/estate planning services.

I am honored to have been recognized to Forbes "Best-in-State Wealth Advisors" List in 2022, 2023, and 2024 (Published annually Jan – April. Rankings based on data as of June 30 of prior year) and for our team, WMB & Associates, to have been recognized on the 2023 and 2024 Forbes "Best-in-State Wealth Management Teams" list (Published annually in January. Rankings based on data as of March 31 of prior year).

Outside of the office I enjoy being outdoors with my wife and 3 daughters. I enjoy high intensity interval training and riding my mountain bike on trails or on the road. I graduated of the University of South Carolina with a B.S. in Finance from the Darla Moore School of Business and currently hold the CRPC^TM designation.





*Asset allocation does not ensure a profit or protect against loss in declining markets.
*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.
*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
*Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK^® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.