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Elbert S
Series 63, Series 65
Georgetown, SC
Winyah Financial Services, LLC
Elbert Smalls is the sole advisor at Winyah Financial Services, LLC in Georgetown, SC, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with the firm, formerly known as Sun Financial Services, Inc., since 1988. Outside of advisory services, Smalls also works as an independent insurance agent, handling insurance and annuity transactions. Winyah Financial Services provides investment supervisory services and consulting to individual clients, focusing on individualized portfolio management along with estate, retirement, and insurance-related advice. The firm employs fundamental analysis and a long-term purchase strategy, offering primarily non-discretionary engagements with ongoing monitoring and at least quarterly reviews.
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