Top financial advisors working with self-employed clients in Murrells Inlet, SC

Niccolo Parisi is a financial advisor at Empower Advisory Group with six years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments and Merrill. Outside of finance, Parisi has experience in small business operations and local educational institutions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model combines proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Steven Bellina is a financial advisor with Principal Advised Services, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His career includes roles at Principal Financial Services and Wells Fargo Clearing Services. He also serves as a retirement consultant providing one-on-one investment advice to Principal retirement plan participants. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, delivering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates third-party and proprietary models and operates as part of the Principal Financial Group, providing access to affiliated products and coordinated support services.

Daniel Mcveigh is a financial advisor with Morgan Stanley in Murrells Inlet, SC. He holds a Series 66 designation and has 4 years of industry experience, having been with Morgan Stanley since 2007. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Joshua Henry is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 65 license with eight years of industry experience. He is the sole advisor at Meridian Financial Advisory LLC, where he has worked since 2017. Prior to that, he was self-employed from 2013 to 2017 and spent a year at Bay Path University. Meridian Financial Advisory LLC serves individual investors and qualified retirement plans, offering discretionary portfolio management and comprehensive financial planning. The firm employs a tactical allocation strategy that incorporates fundamental, technical, and cyclical analysis across a diverse range of securities and investment instruments.

M Branham is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, Branham focuses on developing personalized financial strategies that help clients pursue their long-term goals by considering their full financial picture. The approach emphasizes flexibility to adapt to changing market conditions and leverages resources from Merrill and Bank of America. Branham's expertise includes liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. The team adopts a holistic planning approach that addresses both assets and liabilities to assist clients in achieving their financial objectives. Branham holds a Bachelor's Degree from the University of North Carolina System and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Branham is a member of the Pi Kappa Phi Fraternity and participates in community activities through the YMCA.

Kristin Manna is a financial advisor at Guardian Life with one year of industry experience. She holds a Series 66 designation and has worked previously at Consolidated Planning Holdings, Inc. and Charleston County School District. Outside of her advisory role, she is an author and publisher of books including The Basketball Coach's Notebook and works as a math tutor for high school students. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

Geoffrey Tomes is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and 26 years of industry experience. He has worked at Noyes Advisors LLC for 11 years and David A Noyes & Company for 26 years. His other business activities include involvement in fixed life and health insurance and fixed annuities. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services employing various analytical approaches and maintains distinctive features such as negotiated performance-based fees for large institutional clients and affiliations with specialized asset management firms.

Ryan Vollweiler is a CFP® professional with 22 years of industry experience. He is currently with Schwab Wealth Advisory Inc., having worked there since 2021, and has been affiliated with Charles Schwab & Co., Inc. since 2017. His prior experience includes roles at VOYA Financial Advisors, Cetera Advisors LLC, Equitable Advisors, and Valic Financial Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and internal research tools to tailor recommendations to client goals and risk tolerance, while trades are executed only with client authorization.

Jonathan Levatino is a financial advisor at LPL Enterprise with Series 66 credentials and four years of industry experience. He has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he maintains part-time employment as a rideshare driver for Uber and DoorDash. LPL Enterprise serves individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers a range of services including financial planning, access to third-party asset managers, and participation in wrap programs.

Rachel Gentz is a financial advisor at Verity Asset Management with six years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Menna Wealth Planning Group and The Leaders Group DBA Simplicity Investments. In addition to her advisory roles, she is president and owner of Rachel A Menna Advisors Inc. Verity Asset Management is an SEC-registered investment adviser that provides discretionary portfolio management, retirement-plan advisory, and financial planning to individual, corporate, institutional clients, and other advisers. The firm uses a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party models under fiduciary standards.