The Wahl Group

Merrill Lynch Wealth Management
2024 Corporate Centre Drive
Suite 301
Myrtle Beach, SC 29577
(877) 248.7471
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The Wahl Group was founded with the goal of delivering a very simple value proposition: help clients make the most of their one and only life.
The Wahl Group
Welcome

Whether considering home, health, giving, work, leisure, or retirement you have goals that are important to you. The value you place on your life priorities is matched by the desire to work with a financial advisory team that understands your concerns, aspirations and dreams; one capable of using this understanding to provide the guidance and direction needed to assist you in achieving the most out of life.

It may be time for a new approach to the journey ahead – one based on what matters most to you and connects you with the advice, guidance and care you desire along the way. The Wahl Group can assist you along this path, providing the resources needed to help you connect to a better financial life.

Recognition
Douglas Wahl
Senior Vice President, Wealth Management Advisor
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 Wahl 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.)
About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Douglas Wahl,

CFP®, CIMA®, CPWA®, CRPC™

Senior Vice President, Wealth Management Advisor
843.946.2005
Craig Wahl,

CFP®, CRPC™

First Vice President, Wealth Management Advisor
843.946.2024
Mackenzie Wahl,

ChFC®, CFP®

Senior Financial Advisor
843.946.2008
Jessica Jill Kristich,

CRPC™

Assistant Vice President, Wealth Management Associate
843.946.2033
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.
Ronald Jenkins
Wealth Management Banking Specialist
Merrill
Rosemary Coldebella
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #589376
Ryan Cass
Trust 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.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.