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Dean B

Series 63, Series 65

Aiken, SC

&PARTNERS

Dean Blissit is a financial advisor at &PARTNERS with 41 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining &PARTNERS in 2025, he worked at Wells Fargo Advisors and related entities from 2009 to 2025. Outside of advisory work, he is a board member and member of the Membership Committee at The Green Boundary Club, a social dining and hospitality club. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutional clients. The firm offers investment management, financial and tax planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and quantitative strategies alongside model portfolios and both proprietary and third-party approaches.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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William P

CFP®, Series 63, Series 66

Aiken, SC

&PARTNERS

William Paschal is a CFP®-designated financial advisor with 33 years of industry experience. He currently works at &Partners and has previously held positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves as Treasurer of the Palmetto Golf Club, a tax-exempt organization in Aiken, SC. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and consulting services using a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Kathryn H

CFP®, Series 66

Aiken, SC

&PARTNERS

Kathryn Hartnett is a CFP® and Series 66 credentialed advisor with 15 years of industry experience. She is currently with &PARTNERS, having joined in 2025, and previously worked at Wells Fargo Advisors and Morgan Stanley in various capacities. Hartnett serves on the board of trustees for Mead Hall Episcopal School, where she reviews budgets and financial statements. &PARTNERS serves a broad range of individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm provides investment management, financial and tax planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Tammy J

Series 63, Series 66

Aiken, SC

&PARTNERS

Tammy Jones is a financial advisor at &PARTNERS with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. In addition to her advisory work, she serves as a notary public for the state of South Carolina and acts as a personal representative and power of attorney for family members. &PARTNERS serves a diverse client base including individuals, institutions, and corporations, providing investment management, financial and tax planning, and retirement services. The firm utilizes a blend of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies, and offers advisory and brokerage services under its dual registration as a registered investment adviser and broker-dealer.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Jennifer F

Series 66

Aiken, SC

&PARTNERS

Jennifer Feraldi is a financial advisor at &PARTNERS with 16 years of industry experience. She previously worked at Wells Fargo Advisors and its related entities for 13 years. Outside of her advisory role, she serves as a notary public in South Carolina. &PARTNERS serves a diverse client base that includes high-net-worth individuals, institutional clients, and retirement plans. The firm offers investment management and financial planning services through a combination of proprietary and third-party strategies, using both discretionary and non-discretionary approaches.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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