Top financial advisors in Greenwood, SC
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Greenwood, SC, if you're planning for retirement and want to make the most of favorable state tax deductions. A common mistake is overlooking how local tax benefits and climate factors can influence your retirement income and lifestyle choices.
- Retirement tax knowledge. Confirm the advisor understands South Carolina's retirement income deductions and how they affect your tax bill.
- Income stream planning. Ask how they balance Social Security, pensions, and investments to optimize your cash flow in retirement.
- Climate impact insight. Discuss how Greenwood's warm climate might affect your healthcare costs and long-term living expenses.
- Experience with relocations. If you're moving from the Northeast, check how they handle transitioning your financial plans across states.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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William J
Series 65, Series 63, Series 66
Greenwood, SC
Cetera
William Johnstone III offers expertise in retirement plans and tax-loss harvesting, which is valuable for optimizing retirement income in Greenwood, SC, considering local tax benefits. With 24 years of experience at Cetera, a large firm providing diverse portfolio management and fiduciary solutions, he also serves high earners approaching retirement and offers flexible flat-fee and hourly consulting options.
Experience: 24 years
Avg account: $306,089
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Anne T
Series 66
Greenwood, SC
Greenwood Capital Associates, LLC
Anne Thompson's decade of experience and Series 66 designation equip her to navigate retirement planning in Greenwood, SC, including local tax deductions and income stream optimization. Her firm manages $1.7 billion with a top-down investment approach, offering flat-fee financial planning and serving a diverse client base, which distinguishes her from advisors with different fee structures or investment styles.
Experience: 10 years
Avg account: $1,539,987
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Richard H
Series 63, Series 66
Greenwood, SC
Edward Jones
Richard Hellman offers 25 years of experience in retirement income strategy and withdrawal planning, well-suited for navigating South Carolina's retirement tax benefits. As a seasoned advisor at Edward Jones, a large full-service firm, he combines local expertise with access to extensive resources, supporting clients with a program fee up to 1.35% annually and experience advising retired executives and business owners.
Experience: 25 years
Avg account: $246,728
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Charles D
Series 63, Series 65
Greenwood, SC
Equitable Advisors
Charles Drake Jr. offers deep expertise in retirement income strategy and Social Security optimization, crucial for navigating South Carolina's favorable tax deductions for retirees. With 35 years of experience at Equitable Advisors, a large firm serving high-net-worth clients, he combines seasoned insight with access to diverse asset management programs, differentiating him from advisors with less extensive firm resources or specialized retirement focus.
Experience: 35 years
Avg account: $570,841
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Corrie C
Series 65, Series 63
Columbia, SC
Wells Fargo Clearing
Corrie Crawford in Greenwood, SC, offers expertise suited for retirement planning with a focus on tax-efficient income streams, backed by seven years of experience and Series 63 and 65 licenses. Affiliated with Wells Fargo Clearing, she provides access to a large firm's resources, including modern portfolio theory-based strategies and a flat-fee structure, catering to high-net-worth clients seeking comprehensive retirement solutions.
Experience: 8 years
Avg account: $475,575
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