Top annuities financial advisors in Gaffney, SC

Debra Miller is a Series 66-credentialed financial advisor with Edward Jones in Gaffney, SC, where she has worked since 2008. She has 18 years of industry experience. Outside of her advisory role, she serves as secretary for the Buford Street United Methodist Church, handling billing for the church daycare. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jeffrey Richardson is a financial advisor with Raymond James Financial in Gaffney, SC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes longstanding roles at Piedmont Service Center and First Piedmont Bank since 2001, along with experience at First Piedmont Federal Savings & Loan since 2018. Outside of advisory work, he is involved as an insurance agent selling fixed annuities and owns a property rental business in Myrtle Beach and Gaffney. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored non-discretionary planning and consulting, supported by analytical tools and a range of advisory programs.

Brandon Wright is a financial advisor with TIAA-CREF who holds Series 63 and Series 66 licenses and has 21 years of industry experience. He has been with TIAA-CREF since 2012. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, operating under a fiduciary standard for its RIA services and managing portfolios through model-based or customized approaches.

Clarissa Iannetti is a financial advisor with Principal Advised Services in Bluffton, SC, holding Series 63 and Series 66 credentials and four years of industry experience. She has worked in various roles within Principal Financial Group since 2022 and has prior experience in staffing, real estate, and management. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. The firm offers both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest, serving participants in employer plans recordkept by Principal Financial Group as well as other retail clients.

Barbara Mull is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She worked at Edward Jones from 2001 to 2017 before joining Cambridge Investment Research Advisors. Mull serves on the finance committee and board of the First Baptist Church of Bostic. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of investment solutions through independent Financial Professionals, utilizing both proprietary models and third-party strategies.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

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.

Marshall Butler is a Series 66-registered financial advisor at Paladin Investment Advisors with eight years of industry experience. He has held roles at several firms including Veritas Independent Partners, Pinnacle Wealth Management, and Edward Jones. Butler is a part owner of Pinnacle Consultants, where he is involved in the sale of insurance products. Paladin Investment Advisors provides customized investment advisory and financial planning services to individuals, business owners, nonprofit charities, foundations, and sponsors of ERISA-qualified retirement plans. The firm manages approximately $49.5 million in discretionary assets and employs a holistic wealth management approach using active, passive, or blended strategies.

Isaiah Edison is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has worked with Eagle Strategies since 2013 and operates Edison Financial Group, LLC, through which he manages insurance and advisory services. Edison is also involved as a shareholder in NYLARC Holding Company, which reinsures life insurance policies he writes, and he holds a personal investment in cryptocurrency. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes customizing recommendations to meet client and plan sponsor objectives, with the majority of its assets managed on a non-discretionary basis.