Top financial advisors working with mid-career professionals 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® and holds a Series 66 license with 13 years of industry experience. He is currently an advisor at &PARTNERS, having joined in 2025, and previously worked at SJ Martin Wealth Management, Raymond James Financial, and Edward Jones. Outside of his advisory role, he is a partner in Herban Market LLC, a café in Beaufort, SC. &PARTNERS serves a diverse clientele including individual and institutional clients such as high-net-worth individuals, retirement plans, charitable organizations, and universities. The firm provides a range of advisory and brokerage services, employing a mix of proprietary and third-party investment strategies and operates both as a registered investment adviser and broker-dealer.

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® and holds a Series 66 license with eight years of industry experience. He has worked at Fiduciary Organization, LLC since 2026, following roles at Edward Jones, Stifel, Nicolaus & Company, Incorporated, and George Beam State Farm. Outside of advisory work, Glenn is involved with Fishhawk Capital, an apartment and condominium business in Clemson, SC. Fiduciary Organization, LLC is a fee-only registered investment adviser serving individuals, retirement plans, charitable organizations, and businesses. The firm offers investment management and financial planning using a combination of passive and active strategies, asset allocation, and both fundamental and technical analysis, often implementing client-specific plans on a discretionary basis.

John Chase is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as the personal representative for his father's estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

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.

Sally Hyman is a financial advisor at Seasons of Advice Wealth Management with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Outside of finance, she is a singer who sells her own vocal CDs and is involved in publishing her father's book titled "Congenital Alterable Transmissible Asymmetry: The Spiritual Meaning of Disease and Science." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm follows a life-cycle investment approach called the “Seasons of Advice” process and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income programs through sub-advisors.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.

Lee Chen is a financial advisor with UBS Financial Services in Pasadena, California, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Chen serves on the board of directors for the San Gabriel Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a broad range of financial planning and portfolio management solutions.

Thomas Phillipsen is a Series 65 licensed advisor at Annex Wealth Management, LLC with experience beginning in 2024. His prior work includes roles at Associated Bank and JJ Keller & Associates, as well as experience at Ripon College. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for about 9,800 clients, including high-net-worth individuals, pension plans, charitable organizations, and corporate entities. The firm utilizes a team-oriented investment process based on a core-and-tactical framework and offers comprehensive wealth management, discretionary portfolio management, retirement consulting, and online goals-based services.