A complete list of active advisors currently associated with BNA Wealth
Warmer can help you find a great advisor at BNA Wealth or one who fits your needs even better.
BNA Wealth provides investment advisory services to individuals, corporate pension and profit-sharing plans, trusts, estates and charitable organizations, offering portfolio management as well as estate-planning support and insurance services. The firm delivers advice on mutual funds, ETFs, individual stocks and bonds and may work with clients on retirement and trust matters. Portfolios are managed according to individualized investment plans and BNA Wealth applies fundamental, technical and cyclical analyses when selecting securities and funds. The firm operates primarily on a non-discretionary basis—clients must approve trade recommendations before execution—so accounts may experience execution delays and typically do not participate in aggregated block trades. Distinctive features disclosed in the brochure include a substantial non-discretionary asset base (approximately $513.6 million non-discretionary versus $106.1 million discretionary), the firm’s status as a licensed insurance agency with related conflict disclosures, and the use of a digital estate-planning platform (Wealth.com) that provides advisors read-only visibility and an optional hybrid attorney consultation. BNA Wealth also relies on institutional services from a custodian (Schwab) while leaving custody and proxy voting decisions to clients.
To learn more about the advisors currently working at BNA Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Rock Hill, SC
| 26
| |
Rock Hill, SC
| 3
| |
Rock Hill, SC
| 6
| |
Rock Hill, SC
| 10
| |
Rock Hill, SC
| 24
|
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