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Victoria M
Series 65
Columbia, SC
Wallick Investments, LLC
Victoria Matise is a financial advisor at Wallick Investments, LLC with a Series 65 designation and one year of industry experience. Prior to joining Wallick Investments in 2025, she held various roles including positions at Athens Country Club and Chick-Fil-A. Wallick Investments provides discretionary investment management and advisory services to individuals, trusts, endowments, foundations, and other advisors, managing approximately $168.3 million in discretionary assets. The firm employs a quantitative, factor-based investment approach using proprietary security-selection models and offers tailored portfolio management along with customized models and non-discretionary advisement options.
Jesse S
Series 65
Columbia, SC
Wallick Investments, LLC
Jesse Stinnette Jr. is a financial advisor at Wallick Investments, LLC with 17 years of industry experience. He holds the Series 65 designation and serves as Senior Vice President at CertusBank, where he is responsible for investing client accounts through CertusWealth. Wallick Investments provides discretionary investment management and advisory services to individuals, trusts, endowments, foundations, and other advisors, managing approximately $168.3 million in assets. The firm employs a quantitative, factor-based investment approach using proprietary models and third-party research, offering tailored portfolio management including core equity, tactical asset allocation, and fixed-income strategies.
Daniel W
Series 66
Columbia, SC
Wallick Investments, LLC
Daniel Wallick is a financial advisor at Wallick Investments, LLC with 21 years of industry experience. He holds a Series 66 designation and previously worked at Uvest Financial Services Group and Merrill Lynch, where he has been since 2001. Wallick Investments provides discretionary investment management and advisory services to individuals, trusts, endowments, foundations, and other advisors, managing approximately $168.3 million in discretionary assets. The firm employs a quantitative, factor-based investment approach using proprietary models and third-party research, and offers portfolios including core equity, tactical asset allocation, and fixed income strategies.
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