Greenville, SC Office

Team
Updated today

Client AUM

$2,461,873,347

Clients

14,275

Advisors

5

Of 537 advisors across 195 offices

Location

10 Patewood Drive, Suite 450

Greenville SC 29615

Advisors at this office

5

Advisors at this office

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Seth S

Series 66, Series 63

Greenville, SC

Bankers Life Advisory Services, Inc.

Seth Smith is a financial advisor with Bankers Life Advisory Services, Inc. in Greenville, SC, holding Series 63 and 66 designations and three years of industry experience. Prior to joining Bankers Life, he worked at Fidelity Investments for four years. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and ongoing portfolio management aligned with clients’ goals and risk tolerances.

Wealth management Retired
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Dylan C

Series 66

Greenville, SC

Bankers Life Advisory Services, Inc.

Dylan Carr is a financial advisor with Bankers Life Advisory Services, Inc. in Greenville, SC, holding a Series 66 designation and one year of industry experience. Prior to joining Bankers Life Advisory Services, he worked with Bankers Life Securities and Bankers Life & Casualty, and also spent time as a licensed realtor with Carolina Foothills Property Management. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis.

Wealth management Retired
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Brandon K

Series 63, Series 65

Greenville, SC

Bankers Life Advisory Services, Inc.

Brandon Kennedy is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 credentials and has 19 years of industry experience. He has been with Bankers Life Advisory Services since 2019 and has held various roles within affiliated entities since 2005, including managing insurance agents as a Branch Sales Manager. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across multiple security types to align with clients’ goals and risk tolerances.

Wealth management Retired
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Benjamin M

Series 66

Greenville, SC

Bankers Life Advisory Services, Inc.

Benjamin Munson is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and two years of industry experience. Prior to his advisory role, he worked for 20 years at Regal Cinemas Inc. He is also an insurance agent appointed with Bankers Life and Casualty Company, authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and integrated analysis methods. The firm emphasizes individual client service and utilizes affiliated broker-dealer and insurance platforms for trade execution and reporting.

Wealth management Retired
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William B

Series 66

Greenville, SC

Bankers Life Advisory Services, Inc.

William Brobson is a Series 66-registered financial advisor with Bankers Life Advisory Services, Inc. in Greenville, SC, with six years of industry experience. He has been with Bankers Life and its affiliated entities since 2018, including prior work at Toyota of Greer. In addition to his advisory role, he is also licensed as an insurance agent with Bankers Life and Casualty Company, selling Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerances.

Wealth management Retired
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