Independent financial advisors in Greenwood, SC

William Johnstone III is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and 24 years of industry experience. His background includes positions at NYLIFE Securities LLC, MassMutual, MetLife Securities, and a period of self-employment providing financial advisory services. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

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 at Equitable Advisors with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 1999, including its predecessor AXA Advisors. Outside of his advisory work, he serves as a power of attorney for family members in non-investment related matters. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning and access to asset management through LPL programs and third-party managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage channels to implement client strategies.

Corrie Crawford is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds Series 65 and Series 63 designations and has been with Wells Fargo in various capacities since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. 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 analytics.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

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.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.