Top financial advisors working with financial professionals in South Carolina

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.

Kristin Manna is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. She previously worked at Consolidated Planning Holdings, Inc. and spent eight years with Charleston County School District. Outside of finance, she is an author and publisher of "The Basketball Coach's Notebook" and works as a math tutor for high school students. Guardian Life's subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement consulting, and a combination of proprietary and third-party investment advisory programs.

James Turner is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he collaborates one-on-one with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. He leverages insights from Merrill and solutions from Bank of America to create flexible wealth management plans tailored to individual financial situations and changing market conditions. James holds a Bachelor's Degree from Presbyterian College and carries the Professional Investment Advisor (PIA) designation. He is committed to the Merrill tradition of community involvement and actively volunteers with local organizations. Outside of his professional responsibilities, James enjoys golfing, playing tennis, and spending time with his family.

Matthew Sandberg is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory work, he operates a boat charter business, taking clients on trips along the intracoastal waterway. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining a separation between these services.

Jesse Dare is a financial advisor with Primerica Advisors in Columbia, SC, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior roles include positions at Blue Cross & Blue Shield of Mississippi and Havarti Risk Services. Outside of financial advising, he works as an independent healthcare strategy adviser and actuarial consultant through Dare Enterprises LLC and Pasco Advisers. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Timothy Egan is a financial advisor at First Manhattan Co. LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Citigroup. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension plans, charitable organizations, private investment vehicles, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining active management with passive fund investments and integrated wealth planning.

Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.

Anthony Lyons is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He works closely with clients to navigate financial complexities and support wealth growth over their lifetime. Anthony has held several roles in the financial advisory field, including Financial Advisor positions at PNCI and Edward Jones in 2021 and 2020, respectively. Prior to that, he served as a Private Wealth Advisor at Regions Bank from 2017 to 2020 and was Vice President - Planning & Development Manager at Arvest Wealth Management from 2016 to 2017. Outside of his professional career, Anthony has an interest in baseball, cars, family activities, football, and social events with friends.

Sulayman Nyang Jr. is a financial advisor at Edward Jones in Charlotte, NC, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a mentor and business coach for at-risk young adults and holds positions on several nonprofit and advisory boards related to business coaching, education, and community initiatives. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm is notable for its extensive advisor network, comprehensive service offerings, and fiduciary standard of care.

Christian Nelson is a financial advisor at IEQ Capital, LLC with 20 years of industry experience. He holds Series 63, Series 66, and Series 65 credentials. Prior to joining IEQ Capital in 2019, Nelson worked at First Republic in various investment management and securities roles from 2015 to 2019. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various entities including trusts and foundations. The firm’s investment approach involves centralized macroeconomic research, client-specific Investment Policy Statements, and diversified portfolios composed of liquid strategies, third-party managers, and private alternative investments.