Top concentrated stock management financial advisors in Beaufort, SC

Jonathon Wagoner is a Financial Advisor at Merrill Lynch Wealth Management. He partners with individuals and families to build clear and disciplined wealth strategies. His focus is on helping clients organize their financial lives, invest with intention, and stay on track through changing markets and life events. Jonathon's approach involves understanding clients' priorities and translating them into concrete plans. He manages investments and risk exposure to support clients' goals over time, covering areas such as portfolio construction, retirement planning, tax-aware strategies, and guidance around major financial decisions. He utilizes Merrill Lynch's research, planning tools, and investment platform to deliver resources within a personal, relationship-driven experience. Clients engage with him for proactive communication, clear explanations, and accountability to their plans. He holds the Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. Jonathon earned a Bachelor's Degree from Arizona State University and a Master's Degree from Thunderbird School of Global Management.

Daniel Deverna is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 26 years of industry experience. He has held roles at several firms, including Ameritas Life Insurance Corp and Creative Financial Partners, and has founded multiple financial businesses. Outside of advising, Deverna is an author writing a book for union workers about retirement planning and a speaker providing training and motivational presentations. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm combines model portfolios, mutual funds, ETFs, and individual securities, utilizing various program platforms and third-party technology to tailor investment solutions.

Edward Taylor is a financial advisor at Verity Investment Partners with 13 years of industry experience. He has previously worked at Dividend Assets Capital, LLC and Blackwell Boyd Wealth Management. Outside of his advisory work, he is a 10% owner of PAW Properties, LLC, a real estate investment entity. Verity Investment Partners is a 12-advisor team managing approximately $1.4 billion in assets, serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm provides discretionary investment management, ongoing financial planning, and family office consulting, focusing on portfolios built around dividend-paying equities and fundamental and technical analysis.

Denise Moody is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has been with First Command Advisory Services since 2015 and has worked with affiliated First Command entities since 2011. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team.

Joseph Costigan is a CFA® charterholder with 19 years of industry experience. He has worked at Apricus Wealth LLC since 2020 and previously spent six years with Verity & Verity, LLC dba Verity Investment Partners. Apricus Wealth is a registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a tailored, discretionary investment process combining fundamental and technical analysis to construct portfolios aligned with client objectives and risk tolerance, and it emphasizes performance reporting supported by its technology infrastructure.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Stephen Harris is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2023, he worked for Fiba Basketball and East Stroudsburg University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.

Chad Clay is the sole advisor at Glass City Capital Management, LLC in Maumee, OH, holding a Series 65 credential with seven years of industry experience. Before founding his firm in 2018, he worked as an investor and previously served for eleven years with the City of Springfield, Illinois Fire Department. His background includes experience as a firefighter and EMT. Glass City Capital Management is an independent, fee-only firm providing discretionary investment management focused on long-term capital appreciation for individuals and various entities. The firm emphasizes a concentrated, actively managed equity strategy built around a core “best ideas” approach, typically holding five to forty individual securities with a preference for large-cap companies.