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Jared M
Series 66
Columbia, SC
&PARTNERS
Jared Miller is a financial advisor with \u0026Partners in Columbia, SC, holding a Series 66 designation and eight years of industry experience. He previously worked at Wells Fargo Clearing for six years and Edward Jones for one year before joining \u0026Partners. \u0026Partners serves a diverse client base including individual investors, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a mix of proprietary and third-party investment strategies supported by fundamental, technical, and quantitative analysis.
Katherine B
Series 66
Columbia, SC
&PARTNERS
Katherine Boylston is a financial advisor at &PARTNERS with 11 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors prior to joining &PARTNERS. Located in Columbia, SC, she currently serves clients through her role at the firm. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers a range of services including investment advisory, brokerage, financial planning, ERISA consulting, and investment banking, utilizing both proprietary and third-party strategies through the Envestnet platform.
Angela T
CFP®, Series 63, Series 65
Columbia, SC
&PARTNERS
Angela Thames is a CFP® with 28 years of industry experience, currently serving as a financial advisor at &Partners. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, with a combined tenure of 15 years at those firms. &Partners serves a diverse client base, including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers a range of investment advisory and brokerage services, utilizing both proprietary and third-party manager solutions through platforms like Envestnet.
Michael P
Series 66
Columbia, SC
&PARTNERS
Michael Peck is a Series 66 licensed financial advisor with 23 years of industry experience. He is currently with &Partners, LLC and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &Partners serves a diverse client base ranging from non-wealth individuals to sovereign wealth funds, offering investment advisory and brokerage services along with financial planning and ERISA consulting. The firm employs a combination of discretionary and non-discretionary portfolio management strategies using proprietary models and third-party managers, and operates uniquely as both a broker-dealer and registered investment advisor.
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