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Dustin W

Series 66

Greenwood, SC

Edward Jones

Dustin Wood is a financial advisor at Edward Jones in Greenwood, SC, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, Wood coaches at the International Elite Soccer Academy and serves on the Finance Committee of South Main Street Baptist Church in Greenwood. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Margaret G

Series 63, Series 65

Greenwood, SC

Cetera

Margaret Grier is a financial advisor at Cetera with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at CUSO Financial Services, LPL Financial, and South Carolina Federal Credit Union. She is also a financial advisor at J. Patrick Financial, LLC, where she is involved in client servicing, engagement, retention, and office management. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services with access to affiliated and third-party managers, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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William P

Series 63, Series 66

Anderson, SC

Edward Jones

William Pitts is a financial advisor with Edward Jones in Anderson, South Carolina, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Dan W

Series 66

Greenwood, SC

Edward Jones

Dan Worthing is a Series 66-registered financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2012. He serves as a board member for Greenwood Christian School, advising on policy and strategic direction. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a focus on tax efficiency and fiduciary standards.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Wealth management Retirement withdrawal strategies Founder/Business Owner
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Timothy A

CFP®, Series 63, Series 65

Abberville, SC

Raymond James Financial

Timothy Askew is a CFP® with 29 years of experience in the financial industry, currently serving at Raymond James Financial Services Advisors, Inc. He has held roles at Raymond James since 2004 and has managed Askew Family Farm since 2013. Additionally, he owns and operates Abbeville Ammo and Arms, a business involved in the sales and manufacturing of firearms and ammunition. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public-finance advisory work through its affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Philip N

Series 63, Series 65

Greenwood, SC

Raymond James Financial

Philip Nickles Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 63 and Series 65 licenses and has 31 years of industry experience. He has been associated with Countybank and Raymond James since 2011. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and investment consulting using risk profiling and analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Bradley H

Series 66

Greenwood, SC

Edward Jones

Bradley Hinzman is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked for Greenwood Christian School for 18 years and Executive Services for 27 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a large network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Zachery P

Series 66

Anderson, SC

Edward Jones

Zachery Price is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to joining the firm, he spent time at Clemson University from 2013 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Phillip B

Series 63, Series 66

Greenwood, SC

Edward Jones

Phillip Biffle is a financial advisor with Edward Jones in Greenwood, SC, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has been with Edward Jones since 1987. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Richard H

Series 63, Series 66

Greenwood, SC

Edward Jones

Richard Hellman is a financial advisor with Edward Jones in Greenwood, SC, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is the owner of Elgin Hardware and Paint LLC and serves as a cosigner on a lease for a retail mattress store owned by his daughter. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and supports clients with a large network of advisors and branch offices nationwide.

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy General estate planning guidance Retirement withdrawal strategies Retired Founder/Business Owner Executive
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Alexander B

Series 66

Greenwood, SC

Edward Jones

Alexander Biffle is a financial advisor with Edward Jones, holding the Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he was involved with Your Serve Tennis for 11 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Charles D

Series 63, Series 65

Greenwood, SC

Equitable Advisors

Charles Drake Jr. is a financial advisor with Equitable Advisors in Greenwood, SC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he acts as a power of attorney for a family member. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm offers advisory services through a network of Investment Adviser Representatives and utilizes both proprietary and third-party investment programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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John P

Series 63, Series 65

Greenwood, SC

Cetera

John Patrick is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His career includes roles at Voya Financial Advisors, Raymond James Financial Services, and County Bank. Outside of his advisory work, he serves as an elected board member of the Greenwood Museum and Railroad Historical Center. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets through more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jennifer E

Series 63, Series 66

Abbeville, SC

Edward Jones

Jennifer Erwin is a financial advisor with Edward Jones in Abbeville, South Carolina, holding Series 63 and Series 66 licenses and having 24 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she serves as secretary for Betty Jo & Mary’s Closet, an initiative that collects donations and school supplies for teachers in her local school district. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions through a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retirement withdrawal strategies Retired Founder/Business Owner Executive
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Justin B

Series 66

Abbeville, SC

Edward Jones

Justin Burger is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. Before joining Edward Jones in 2024, he spent 14 years at Lander University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies supported by a nationwide network of over 23,000 financial advisors.

College savings (529s, UTMA, etc.) General retirement planning Wealth management Military & Veterans Educators, Teachers, and Academics
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