Brian Smith is a financial advisor at Southeast Financial Advisors in Greenville, SC, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sfa Financial, LLC from 2009 to 2023, in addition to his long tenure at Southeast Financial Advisors since 1998. Southeast Financial Advisors offers personalized financial planning, tax preparation, accounting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm manages approximately $119 million for around 308 clients, using a strategic asset allocation framework combined with active management and a range of analytical methods tailored to each client’s objectives and risk tolerance.

Michelle Emmons is a financial advisor at Southeast Financial Advisors in Greenville, SC, with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Sfa Financial, LLC, from 2009 to 2023. Emmons has been with Southeast Financial Advisors since 2005. Southeast Financial Advisors is a small, state-registered investment adviser managing approximately $113 million for about 322 clients, including individuals, pensions, trusts, estates, charities, and businesses. The firm offers investment management, personalized financial planning, tax preparation, and accounting services, focusing on non-high-net-worth clients with a tailored, often discretionary investment approach.