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Clinton B

CFP®, Series 66

Columbia, SC

&PARTNERS

Clinton Bowen IV is a CFP® certificant with 12 years of industry experience, currently serving as a financial advisor at &PARTNERS since 2024. He previously worked for Edward Jones for 10 years. Outside of his advisory role, Bowen plays fiddle in a bluegrass band and is an Airbnb host. &PARTNERS serves a broad mix of individual and institutional clients, providing investment management, financial and tax planning, and retirement plan consulting. The firm offers discretionary and non-discretionary investment management using a combination of proprietary and third-party strategies, supported by ongoing monitoring and periodic reviews.

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

Series 66

Columbia, SC

&PARTNERS

William Davis is a financial advisor at &Partners in Columbia, SC. He holds a Series 66 designation and has been in the industry since 2025, with prior experience at Boger & Peters LLC and Ashton Woods Homes. Before entering financial advisory, he operated Melvins BBQ Inc for seven years. &Partners serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations, offering investment management, financial and tax planning, and municipal advisory services. The firm employs a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies, with both discretionary and non-discretionary management options.

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