Top social Security optimization financial advisors in Florence, SC

Alexander Rasmussen is a CFA® charterholder with 19 years of industry experience. He has been with WebsterRogers Financial Advisors, LLC since 2016, working there in two periods before joining the firm continuously from 2017 onward. WebsterRogers Financial Advisors, LLC provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, charitable organizations, and retirement plan sponsors. The firm employs long-term investment strategies based on Modern Portfolio Theory, utilizing diversified allocations primarily through mutual funds, ETFs, and selected fixed-income securities or alternatives.

Sydney Conner is a financial advisor at Raymond James & Associates with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Dedicated Community Bank. Outside of finance, her background includes roles in various local businesses and educational institutions. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and public entities—and offers a range of financial planning and consulting services with an emphasis on non-discretionary implementation.

Shawn Bulliner is a financial advisor with Edward Jones in Florence, SC, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. 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 nationwide network of over 23,700 financial advisors.

Timothy Cunningham is a financial advisor with Equitable Advisors in Florence, SC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Cunningham serves on the McLeod Health Board of Directors Grants Committee, participates in the Downtown Florence Committee, and volunteers with the City of Florence Aesthetics Committee; he also operates a health insurance business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers advisory and brokerage/insurance channels to implement client recommendations.

Marvin Slaughter is a Certified Financial Planner (CFP®) with 36 years of experience, currently serving as a financial advisor at Stifel since 2008. He holds the Series 63 registration and is based in Florence, South Carolina. Outside of his advisory role, he is involved in promoting golf in South Carolina, serving as a board member of the South Carolina Golf Association and as board chair of the Grant Bennett Foundation, which organizes junior golf tournaments. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Stavroula Koutsfetsoulis is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, she is involved in fiduciary activities as an attorney-in-fact (power of attorney). Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on tailored retirement income strategies.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.

Charles Pyfer III is a CFP® professional with 19 years of industry experience, currently serving at Wealthspire Advisors since 2024. Prior to this, he spent 15 years at Private Ocean. Wealthspire Advisors provides wealth management, investment advisory, financial planning, and family office support to a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and utilizes a range of investment vehicles and third-party platforms for comprehensive portfolio management.