Large-firm, business succession planning financial advisors in Port Royal, SC

John C. Troutman, Jr., CPWA®, CPFA, serves as a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2011, he has focused on addressing the wealth management needs of affluent client families. His approach emphasizes personal attention and professional discipline, informed by over two decades of experience in the field and a family background in banking. John holds the Certified Private Wealth Advisor® designation and the Certified Plan Fiduciary Advisor credential. He earned bachelor's degrees in Finance and Management from the Moore School of Business and in Religious Studies from the College of Humanities at the University of South Carolina. His expertise encompasses a broad range of client focus areas, including family wealth management strategies, legacy and philanthropic planning, divorce transition planning, tax minimization, and portfolio management services. He works closely with clients, coordinating retirement, estate, and tax planning strategies with their CPAs and attorneys. In addition to his professional responsibilities, John is actively involved in community organizations. He serves on the board of The Historic Beaufort Foundation and has contributed to several other groups, such as the YMCA, Beaufort Rotary Endowment, Moore School of Business, Bluffton Self Help, and Penn Center. John resides on Lady’s Island with his wife Danielle and their four children.

Samuel Martin is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with &PARTNERS and has previously worked at SJ Martin Wealth Management and Edward Jones. Outside of his advisory work, Martin is a partner in Herban Market LLC, a café located in Beaufort, SC. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services using both discretionary and non-discretionary approaches, leveraging a combination of proprietary and third-party strategies.

Herbert Tanner is a financial advisor with OSAIC, holding the CFP® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including prior roles at INVEST Financial Corp. and founding Hand & Tanner Financial Group Inc. He has served in leadership positions in community organizations such as the Beaufort Water Festival and holds board roles in religious and civic groups. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools and supports a range of investment options, including managed accounts and third-party money manager programs.

Joshua Glenn is a CFP® with eight years of industry experience, currently serving as an advisor at Fiduciary Organization, LLC. His prior roles include positions at Edward Jones, Stifel, Nicolaus & Company, and George Beam State Farm. Outside of his advisory work, he has a business interest in Fishhawk Capital in Clemson, SC. Fiduciary Organization, LLC is a fee-only registered investment adviser serving individuals, retirement plans, charitable organizations, and businesses. The firm provides investment management, financial planning, and retirement plan consulting, using a combination of passive and active strategies alongside fundamental and technical analysis.

John Chase is a financial advisor at Wells Fargo Clearing with 46 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo since 2016. Outside of his advisory role, he serves as the personal representative for his father's estate. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to support its investment approach and offers a broad range of brokerage and advisory solutions.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.

Patrick Ferguson is a financial advisor at Intentional with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and LPL Financial. In addition to his advisory role, he is a licensed agent involved in the sales of fixed and traditional insurance products. Intentional provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, families, businesses, and institutions. The firm offers pension consulting, estate planning support, business exit planning, and due diligence on alternative investments, utilizing a combination of fundamental, technical, and economic analysis within a fiduciary framework.

Jerald Liesman is a financial advisor at Frost Investment Services with 33 years of industry experience. He holds a Series 63 designation and has worked at Frost Brokerage Services, Inc. and Frost Bank since 1993 and 1987, respectively. Frost Investment Services is a retail-focused, SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and managed account programs that integrate model portfolios from its affiliate with third-party managers, utilizing a research-driven investment process and providing optional tax and ESG overlay services.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.