Greenville, SC Whitsett St. Office

Patricia Smith is a financial advisor with Cambridge Investment Research Advisors in Greenville, SC, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2016 and also maintains a role with Muncaster Financial Services. Cambridge Investment Research Advisors, Inc. serves a diverse client base that includes both individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base across multiple platforms.

Bryan Newton is an Investment Advisor Representative at Cambridge Investment Research Advisors with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Realtylink and State Farm. Outside of his advisory role, he is employed as a swim coach at the local YMCA in Greenville, SC. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of Financial Professionals and offers access to multiple platforms, third-party advisers, and proprietary model strategies.

Richard Muncaster is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cambridge since 2016. Outside of his advisory role, he is involved with Meals on Wheels of Greenville and the Greenville Clemson Club. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm manages a multi‑billion dollar asset base and offers both discretionary and non-discretionary management via multiple platforms and proprietary model strategies.

Michael Watts is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 66 credentials and 44 years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, and CP Advisory Services, along with a longstanding association with Don Reed & Associates. Outside of his advisory work, he is involved in managing commercial properties and art studio rentals through several business ventures. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm provides both discretionary and non-discretionary management across multiple platforms and features affiliated model strategies under its Founders Gate Capital brand.