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Lance D

Series 66

Clemson, SC

&PARTNERS

Lance Durbin is a financial advisor with &Partners, holding a Series 66 designation and four years of industry experience. Prior to joining &Partners in 2024, he worked at Edward Jones from 2022 to 2024. Outside of his advisory role, he owns and oversees operations for an online retail business selling products on Amazon. &Partners serves a diverse client base including individuals, institutions, and corporations, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a mix of fundamental, technical, and quantitative analysis and provides services through both discretionary and non-discretionary accounts.

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

Series 63, Series 66

Clemson, SC

&PARTNERS

James Hill is a financial advisor with &PARTNERS, holding Series 63 and Series 66 credentials and 24 years of industry experience. He worked at Edward Jones for 22 years before joining &PARTNERS in 2024. Hill is a co-founder and owner of Indigo Advisors LLC, the entity for his practice within &PARTNERS. &PARTNERS serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services through a dual registration as an RIA and broker-dealer. The firm employs fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, managing portfolios internally or via third-party managers.

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

Series 66

Clemson, SC

&PARTNERS

Thomas Campbell IV is a financial advisor at &Partners with 15 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 13 years before joining &Partners in 2024. Campbell is co-founder of Indigo Advisors LLC, an investment legal entity associated with his practice. &Partners serves a diverse range of clients, including high-net-worth individuals, retirement plans, foundations, and corporations, offering investment management and financial planning through both discretionary and non-discretionary approaches using the Envestnet platform and NFS brokerage infrastructure.

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

Series 66

Clemson, SC

&PARTNERS

Carter Groomes is a Series 66-licensed advisor with \u0026PARTNERS in Clemson, SC. He has one year of industry experience and has previously worked at Renovo Financial and Lima One Capital. \u0026PARTNERS serves a diverse client base including individuals, institutions, and corporations, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a variety of investment strategies across discretionary and non-discretionary accounts and operates as both 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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Thomas C

Series 63, Series 65

Clemson, SC

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Thomas Campbell V is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at Oakwood Capital Securities, 49 Wealth Management LLC, and Purshe Kaplan Sterling Investments. Campbell is also a licensed insurance agent assisting clients with fixed insurance needs. &PARTNERS serves a diverse range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, ERISA consulting, and brokerage services, utilizing a combination of fundamental, technical, and quantitative analysis alongside 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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