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David F

CFP®, Series 66

Sumter, SC

&PARTNERS

David Felder is a Certified Financial Planner® with 24 years of industry experience. He has worked at &PARTNERS since 2024, and previously spent 16 years at Edward Jones and 4 years at Uvest Financial Services Group, Inc. He is also the managing member of Midway 124 LLC, an office building in Sumter, SC. &PARTNERS serves a diverse clientele, including high-net-worth individuals and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a range of strategies across discretionary and non-discretionary management, combining fundamental, technical, and quantitative analysis with both proprietary and third-party models.

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

Series 66

Sumter, SC

&PARTNERS

Glenn Quattlebaum is a financial advisor at &PARTNERS with 14 years of industry experience. He holds the Series 66 designation and previously worked for Edward Jones for 15 years before joining &PARTNERS. &PARTNERS serves individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and brokerage services, employing a mix of fundamental, technical, and quantitative analysis across 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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