Top college savings (529s, UTMA, etc.) financial advisors in Greenwood, SC

William Johnstone III is a financial advisor with Cetera, holding Series 63, 65, and 66 credentials and bringing 24 years of industry experience. His background includes roles at NYLIFE Securities, MassMutual, MetLife Securities, and several other firms, along with experience as a self-employed advisor. He is also involved with Kinnect Advisors, providing investment, insurance, and financial planning advice. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services and operates as a multi-manager platform with access to affiliated and third-party managers across various program structures.

Anne Thompson is a financial advisor at Greenwood Capital Associates, LLC with 10 years of industry experience. She holds the Series 66 designation and has previously worked at Ballentine Capital Advisors, Charles Schwab, Bank of America, and Merrill Lynch. Outside of her advisory role, she owns Tel Alt, LLC, a computer and IT services company. Greenwood Capital Associates, LLC is an SEC-registered advisory firm managing approximately $1.7 billion for individuals, high-net-worth families, foundations, trusts, and institutional clients. The firm offers financial planning, discretionary portfolio management, sub-advisory services, and retirement consulting, employing a top-down investment approach overseen by a weekly meeting of its Investment Committee.

Richard Hellman is a financial advisor with Edward Jones in Greenwood, SC, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is the owner of Elgin Hardware and Paint LLC and serves as a cosigner on a lease for a retail mattress store owned by his daughter. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and supports clients with a large network of advisors and branch offices nationwide.

Charles Drake Jr. is a financial advisor with Equitable Advisors in Greenwood, SC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he acts as a power of attorney for a family member. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm offers advisory services through a network of Investment Adviser Representatives and utilizes both proprietary and third-party investment programs.

Corrie Crawford is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at Wells Fargo Clearing Services, LLC and Wells Fargo Bank NA since 2009. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Justin Scicluna is a financial advisor at Edward Jones in Prairie Village, KS, holding the CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,700 financial advisors.