Top financial advisors working with millennials in Mauldin, SC

Bailey Mcnamara is a CFP® and Series 66-licensed advisor with eight years of industry experience. He is currently with CWM, LLC, where he has worked since 2023, following prior roles at Financial Benefits, Inc. and Raymond James Financial Services. In addition to his advisory duties, he is also licensed to sell fixed insurance products including life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers a range of portfolio management and financial planning services, generally managing accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Emmet Martin is a financial advisor with Trustmont Advisory Group, Inc. in Mauldin, South Carolina, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at Trustmont Advisory Group and its affiliated entity, Trustmont Financial Group, since 2010. Outside of his advisory role, Martin owns a notary service and is involved in insurance sales, including fixed and fixed indexed annuities. Trustmont Advisory Group serves individual and institutional clients, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook and manages approximately $1.1 billion in discretionary assets as of December 31, 2024.

Jerome Long III is a financial advisor at International Assets Investment Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. In addition to his advisory role, he is the founder and president of Loyal Trust Private Wealth, LLC, a private label financial business. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent representatives. The firm focuses on customized, long-term portfolio construction using a variety of investment vehicles and offers both discretionary and non-discretionary management, financial planning, and access to third-party manager programs.

Joseph Macias is a financial advisor with Cambridge Investment Research Advisors holding a Series 65 designation and four years of industry experience. His work history includes roles at Cambridge Investment Research Advisors, Shellpoint Mortgage Servicing, and Turnkey Financial. He also operates an independent insurance agency and provides bookkeeping and payroll services through TurnKey Financial. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm provides a range of investment solutions, including proprietary and third-party strategies, with both discretionary and non-discretionary management options.

Kayla Campbell is a Series 66-credentialed financial advisor with three years of industry experience, currently with Thrivent Investment Management. Her prior work includes roles in healthcare and education sectors. Outside of advising, she operates a small baking business, creating decorated cookies for private events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority.

Drew Feutz, CFP®, is a CERTIFIED FINANCIAL PLANNER™ professional and Founder of Migration Wealth Management, LLC, a fee-only wealth management firm that specializes in providing financial planning and investment management to people in their 30s and 40s. Drew got his start in financial planning as an Intern in May 2014, began working part-time as a Financial Planning & Investment Analyst during his final semester of college, and started working as a Financial Planner full-time upon graduation. Drew graduated Summa Cum Laude from Indiana State University where he earned a Bachelor of Science with a double major in Financial Planning and Investments. During his time at ISU, Drew was a Scholar in the Networks Professional Development Program, a Service-Learning Scholar partnered with Junior Achievement of the Wabash Valley, President of the ISU Financial Planning Association Student Chapter, member of the Investment Club, and a University Honors Program student. He spent his summers during college studying abroad at the Athens Centre in Athens, Greece, interning at First Direct Logistics in Dublin, Ireland, and interning at a fee-only wealth management firm in Indianapolis. He is a Board Member for the Hendricks County Community Foundation as well as Susie's Place Child Advocacy Centers and previously served as Chair of the NAPFA Genesis Committee, Treasurer of Young Professionals of Central Indiana, and as a board member of the Indiana State University Financial Planning Advisory Board. Additionally, Drew co-founded and co-hosts the Circle City Success Podcast. Drew is also a former Fellow in Class V of the Mitch Daniels Leadership Foundation Fellowship and Member of Leadership Hendricks County Class of 2023. Read Drew's blog here: https://migrationwealthmanagement.com/blog/

WHY JERRY CHOSE TO BE A FINANCIAL PLANNER: His lack of financial literacy was not by choice. It was because personal finance was not taught in school or in his community. As a first-generation wealth builder, Jerry's money journey has been shaped by a profound understanding of both cultural and financial expectations. His experiences have uniquely positioned him to empathize with the challenges faced by first-generation families, inspiring a distinctive approach to financial guidance. His moment of profound solitude occurred during his transition from the Marine Corps back to civilian life. In uniform, Jerry felt in control, with camaraderie, financial stability, and a consistent salary. However, the day he left, all that stability vanished giving way to a cascade of emotions - depression, anxiety, and fear. Jerry, who had grown up facing financial hardships, relying on food stamps, and public aid, knew it was time to stop merely talking about wanting to build wealth and start acting. The realization struck deep: He needed to make a difference not just for himself, but for others facing similar issues. Motivated by a desire to help his family and friends, Jerry decided to be the guide he wished he'd had. He obtained his license, college degree, and joined a firm not only to enhance his life but the lives of other 1st-time wealth builders. After a few years of helping high net worth individuals grow their assets, Jerry felt the firm wasn't built to help families like his. In 2024, Jerry took the leap and launched Confianza Wealth Management as a guide for aspiring wealth builders. Jerry is on a mission to empower 1st-time wealth building families. Jerry wants to bridge the financial planning accessibility gap by helping these millennial families take control of their financial futures.

Jamieson enjoys playing golf, basketball and baseball. You can also find him catching up on all the Netflix and Hulu specials, and planning his next big vacation. Having moved to the Seattle area in 2021, Jamieson looks forward to being closer to his family and having an opportunity to explore his other passion outside of personal finance, working with animals at the local shelter. Jamieson works directly with clients in developing holistic financial plans. He oversees the development, implementation, and ongoing oversight of clients’ financial plans in coordination with Levi. Professional Designations & Certifications: Jamieson is a CERTIFIED FINANCIAL PLANNER® professional and EQUITY COMPENSATION ASSOCIATE. CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation. An ECA is qualified in the fundamentals of equity compensation taxation, plan design, law, and very basic accounting, and can address these topics intelligently with equity plan participants.

Hi, I’m Andrew! I founded Wrought Financial Planning to help entrepreneurs and self-employed professionals forge their path to financial freedom. We help our clients manage their cashflow, reduce their taxes, and grow their wealth. I’ve been interested in history, finance, and psychology since I was a kid growing up in Ocean City, New Jersey. After graduating from The College of New Jersey with honors, I began my financial services career in the alternative investment industry (private equity, hedge funds, commercial real estate and other fancy investments) first with Merrill Lynch Alternative Investments in Princeton, New York, and Boston and then with FS Investments based in Philadelphia. I grew tired of getting on airplanes for work and being away from my family so with the entrepreneurial spirit calling me I began my wealth management practice at Merrill Lynch and then I founded the independent and fee-only firm Wrought Financial Planning. I am married to my beautiful and patient wife and together we reside in Haddonfield, NJ with our two young daughters and Labrador Retriever. We enjoy traveling and sharing new experiences with my girls and being involved with their sports teams and activities. I am the Vice President and soon to be President of the Rotary Club of Haddonfield where we provide grants and scholarships to deserving organizations and underprivileged students. With whatever free time is left to me I love to read, listen to podcasts, and stay active by jogging with my dog and squeezing in a round of golf when possible.

Rajiv Eluthesen is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 2010 after graduating from the University of California at Berkeley's Haas School of Business. Rajiv works collaboratively with clients across various stages of their financial lives, developing tailored wealth management strategies to support retirement, education planning, stock options, and RSUs management, among other goals. He holds the CERTIFIED FINANCIAL PLANNER™ certification and Personal Investment Advisor designation. Rajiv's professional expertise includes education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income strategies. He is a member of the Peninsula Velo cycling team. Outside of his professional work, Rajiv enjoys cycling, ski trips, hiking, camping, cooking, reading, and spending time with his family. He has combined his interests in travel and cycling through activities such as riding from Barcelona to France.