Greenville, SC Whitsett St. Office

Thomas Simmons is a Series 66-licensed financial advisor with nine years of industry experience, currently serving at Cambridge Investment Research Advisors since 2017. Prior to that, he worked at Elliott Davis Decosimo LLC for two years. Simmons is a partner in multiple real estate ventures and serves as an endowment trustee for Meals on Wheels of Greenville. He is also a board member of the Greenville Police Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a variety of investment implementation options through independent Financial Professionals, combining proprietary and third-party strategies tailored to client objectives.

Patricia Smith is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. She joined Cambridge in 2016 and has also been associated with Muncaster Financial Services since 2015. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm delivers financial planning and investment management services through independent Financial Professionals using a variety of portfolio strategies and platform arrangements tailored to client objectives.

Bryan Newton is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 66 credentials and six years of industry experience. Before joining Cambridge, he 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 is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent professionals using various platform arrangements and both proprietary and third-party investment 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 credentials and has been with Cambridge since 2016. Outside of his advisory work, he is involved with the Greenville Clemson Club and Meals on Wheels of Greenville. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing a mix of proprietary models and third-party strategies tailored to client objectives.