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William C
Series 63, Series 65
Greenville, SC
Greenwood Capital Associates, LLC
William Coxe is a financial advisor at Greenwood Capital Associates, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at WCM Global Wealth LLC and the University of South Carolina. Greenwood Capital Associates, LLC is an SEC-registered advisory firm managing approximately $1.668 billion for around 635 clients, including individuals, families, foundations, trusts, and institutional clients such as municipalities and healthcare providers. The firm offers financial planning, discretionary portfolio management, sub-advisory services, and group retirement consulting, utilizing a top-down investment approach overseen by a weekly meeting of its Investment Committee.
Justin B
Series 65
Greenville, SC
Greenwood Capital Associates, LLC
Justin Bartanus is a financial advisor at Greenwood Capital Associates, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Greenwood Capital since 2018. Prior to this, he worked at Baylor College of Medicine from 2013 to 2017. Greenwood Capital Associates is an SEC-registered advisory firm managing approximately $1.668 billion for a diverse client base, including individuals, high-net-worth families, foundations, trusts, and institutional clients such as municipalities and healthcare providers. The firm offers financial planning, discretionary portfolio management, sub-advisory services, and group retirement consulting, employing a top-down investment approach overseen by a weekly meeting of its Investment Committee.
Walter T
Series 66
Greenville, SC
Greenwood Capital Associates, LLC
Walter Todd III is a financial advisor at Greenwood Capital Associates, LLC with 21 years of industry experience. He holds a Series 66 designation and has been with Greenwood Capital Associates since 2011. Greenwood Capital Associates, LLC is an SEC-registered advisory firm managing approximately $1.668 billion for around 635 clients, including individuals, high-net-worth families, foundations, endowments, trusts, and institutional clients such as municipalities and healthcare providers. The firm offers financial planning, personalized investment advice, discretionary portfolio management, sub-advisory services, and group retirement consulting, employing a top-down investment approach overseen by a weekly meeting Investment Committee.
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