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Susan D

CFP®, Series 63, Series 66

Mt. Pleasant, SC

Headland Capital

Susan Dixson is a CFP® with 31 years of industry experience, currently serving at Headland Capital. Her prior roles include positions at LPL Financial, Maryland Financial Group dba Coastal Wealth Management, Bank of America, and Merrill. Outside of her advisory work, she volunteers with Hospice Interim Healthcare and serves as executrix for a family estate. Headland Capital is a registered investment adviser with a team of ten advisors serving individuals, high-net-worth clients, family offices, trusts, estates, and corporate entities. The firm offers personalized financial planning, portfolio management, and retirement plan advisory services, managing approximately $559 million across about 637 clients.

General retirement planning Cash flow / budgeting Trust structures (GRAT, IDGT, revocable)
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Alexander D

Series 63, Series 65

Mt. Pleasant, SC

Headland Capital

Alexander Day is a financial advisor with Headland Capital in Mt. Pleasant, SC. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Headland Capital, he worked at LPL Financial LLC and Northwestern Mutual Wealth Management Company. Outside of advising, he is employed with Uber Eats. Headland Capital is a registered investment adviser with a team of ten advisors serving individuals, including high-net-worth clients, as well as family offices, trusts, estates, private foundations, corporate entities, donor-advised funds, and qualified retirement plans. The firm offers personalized financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory services, managing approximately $559 million for around 637 clients.

General retirement planning Cash flow / budgeting Trust structures (GRAT, IDGT, revocable)
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Morgan C

CFP®, Series 66

Mt. Pleasant, SC

Headland Capital

Morgan Crawford is a CFP®-certified financial advisor with eight years of industry experience. He is currently with Headland Capital, LLC and has previously worked at Maryland Financial Group, LPL Financial, and PM Financial Group. Headland Capital is a registered investment adviser with a team of ten advisors serving individuals, including high-net-worth clients, and various entities such as family offices and trusts. The firm offers personalized financial planning and portfolio management with a client-driven investment process focused on fundamental analysis and a long-term orientation.

General retirement planning Cash flow / budgeting Trust structures (GRAT, IDGT, revocable)
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Eric C

Series 63, Series 65

Mt. Pleasant, SC

Headland Capital

Eric Cox is a financial advisor with Headland Capital who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His career includes roles at Maryland Financial Group, LPL Financial LLC, and Atlantic Coast Advisory Group of Charleston. Outside of advising, he hosts the local radio show "Beyond The Business" and serves as Chair of the Advancement Committee for the College of Charleston Foundation. Headland Capital is a registered investment adviser with a team of ten advisors serving individuals, including high-net-worth clients, as well as entities such as family offices, trusts, and corporate clients. The firm offers personalized financial planning and portfolio management using a client-driven investment process focused on fundamental analysis and predominantly long-term strategies.

General retirement planning Cash flow / budgeting Trust structures (GRAT, IDGT, revocable)
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