Top financial advisors working with financial professionals in Greenville, SC

Eric Nash is a financial advisor with Mass Mutual Investors Services in Greenville, SC, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Mass Mutual in 2018, he worked for 22 years with Greenville Health System. Outside of his advisory role, he is an insurance agent specializing in life, disability, and long-term care coverage and is a co-owner of the office building from which his practice operates. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved tools and offers specialized planning programs, including recent additions like Divorce Planning.

Daniel Egerdahl is a financial advisor with Edward Jones in Greenville, SC, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he owns and operates an online retail sales business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm provides a range of investment strategies, tax-efficient services, and affiliated products through a nationwide network of more than 23,700 financial advisors.

John Bartlett is a CFP® professional with 12 years of experience in financial advising. He is currently with Cetera and has prior experience at Fidelity Investments, Guardian Life Insurance Company, Regions Bank, and Park Avenue Securities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and customized strategies.

Jason Weckel is a financial advisor with AlphaStar Capital Management holding a Series 65 credential and 15 years of industry experience. His prior roles include positions at Brookstone Wealth Advisors, AE Wealth Management, and Lord and Richards. He is also a partner and advisor at Ironwood Financial Group, where he is involved in analyzing and managing life insurance and fixed annuity products. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs strategic and tactical investment approaches across diverse asset types and supports ERISA-related plan services, operating with approximately 135 advisors and managing around $2.5 billion in assets.

Boyce Tollison is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has worked at LPL Financial since 2012, following prior roles at Cetera Wealth Services, Truist Investment Services, and NCF Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by a large network of advisors and extensive operational resources.

Timothy Egan is a financial advisor at First Manhattan Co. LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Citigroup. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension plans, charitable organizations, private investment vehicles, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining active management with passive fund investments and integrated wealth planning.

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.

Anthony Lyons is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He works closely with clients to navigate financial complexities and support wealth growth over their lifetime. Anthony has held several roles in the financial advisory field, including Financial Advisor positions at PNCI and Edward Jones in 2021 and 2020, respectively. Prior to that, he served as a Private Wealth Advisor at Regions Bank from 2017 to 2020 and was Vice President - Planning & Development Manager at Arvest Wealth Management from 2016 to 2017. Outside of his professional career, Anthony has an interest in baseball, cars, family activities, football, and social events with friends.

Sulayman Nyang Jr. is a financial advisor at Edward Jones in Charlotte, NC, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a mentor and business coach for at-risk young adults and holds positions on several nonprofit and advisory boards related to business coaching, education, and community initiatives. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm is notable for its extensive advisor network, comprehensive service offerings, and fiduciary standard of care.

Christian Nelson is a financial advisor at IEQ Capital, LLC with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior roles include positions at First Republic Securities Company, First Republic Investment Management, Zacks Investment Management, and Merrill. IEQ Capital provides portfolio management and investment advisory services mainly to high-net-worth individuals, families, trusts, foundations, endowments, and non-profit organizations. The firm’s investment process combines centralized macroeconomic research with client-specific Investment Policy Statements and utilizes a mix of liquid strategies, third-party independent managers, and private alternative investments.