Colonial Trust Advisors, Inc.

Matthew Van Name is a financial advisor with Colonial Trust Advisors, Inc. in Spartanburg, SC, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 18 years of industry experience and has previously worked at firms including Truist, USI Advisors, and BB&T Retirement & Institutional Services. Colonial Trust Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a team-based investment process supported by an internal investment committee and offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services.

Henry Barre is a financial advisor with Colonial Trust Advisors, Inc. in Spartanburg, SC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Colonial Trust Advisors and its affiliated Colonial Trust Company since 1989, where he serves as Executive Vice President, Chief Financial Officer, and Senior Trust Officer, dividing his time between fiduciary, investment management, and administrative roles. Colonial Trust Advisors, Inc. is a multi-advisor firm managing approximately $1.67 billion for a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm employs a team-based investment process supported by an investment committee and benefits from its corporate affiliation with Colonial Trust Company, allowing integrated advisory and fiduciary services.

Kathryn Smith is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with eight years of industry experience. She currently serves as a financial planner at Colonial Trust Advisors, Inc. and Colonial Trust Company in Spartanburg, SC, where she has worked since 2021. Prior to that, she held positions at FinTrust Brokerage Services and Ramage Lewis LLC. Kathryn is licensed to sell insurance in South Carolina. Colonial Trust Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations by providing portfolio management, financial planning, and retirement-plan advisory services. The firm employs a team-based investment process led by an internal committee that incorporates fundamental and qualitative analysis, asset allocation, and a combination of long- and short-term trading strategies.

Bert Barre is a CFA® charterholder with 16 years of industry experience, currently serving at Colonial Trust Advisors, Inc. He has been with Colonial Trust Advisors and Colonial Trust Company since 2001 and holds leadership roles including Chairman, President, Chief Operating Officer, and Senior Trust Officer at Colonial Trust Company. Approximately 65% of his time is dedicated to fiduciary and trust services at Colonial Trust Company, with the remainder spent on investment advisory activities. Colonial Trust Advisors, Inc. is a multi-advisor firm managing approximately $1.67 billion for individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm employs a team-based investment process combining fundamental and qualitative analysis, offering discretionary and non-discretionary portfolio management, written financial planning, and retirement plan consulting, supported by its affiliation with Colonial Trust Company, a state-chartered trust company.

Charles Clementson is a financial advisor at Colonial Trust Advisors, Inc. in Spartanburg, SC, with 16 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Truist Advisory Services and BB&T in various capacities. In addition to his advisory role, Charles serves as Vice President and Trust Officer at Colonial Trust Company, where he is involved in fiduciary decision-making and trust services. Colonial Trust Advisors, Inc. is a multi-advisor firm managing approximately $1.67 billion for individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm employs a team-based investment process combining fundamental and qualitative analysis, asset allocation, and regular portfolio reviews, and maintains a corporate affiliation with Colonial Trust Company that integrates fiduciary and investment management functions.

Joseph Anderson III is a CFP® professional with one year of experience, currently with Colonial Trust Advisors, Inc. in Spartanburg, SC. His prior work includes roles at Johnson Development Associates, PriceWaterhouseCoopers, and Elliot Davis. Colonial Trust Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a team-based investment process guided by an internal investment committee, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services.

Thomas Ledbetter is a CFA® charterholder and holds a Series 65 license with three years of industry experience. He has worked at Colonial Trust Advisors, Inc. since 2022 and previously was employed by Wells Fargo for five years. Colonial Trust Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a team-based investment process and offers portfolio management, financial planning, and retirement-plan advisory services managing approximately $1.8 billion in assets.

Cullen Coxe is a financial advisor at Colonial Trust Advisors, Inc. in Spartanburg, SC, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Texas Capital Bank and Northmarq, as well as several years affiliated with Southern Methodist University. Colonial Trust Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations, providing portfolio management, financial planning, and retirement-plan advisory services through a team-based approach that emphasizes fundamental and qualitative analysis and regular portfolio reviews.

James Fiske is a CFP®-designated financial advisor with seven years of industry experience, currently serving at Colonial Trust Advisors, Inc. He previously worked at Brown Advisory and BB&T Securities. In addition to his advisory role, he is Director of Research and Portfolio Management at Colonial Trust Company, where he is involved in investment management and fiduciary services. Colonial Trust Advisors, Inc. is a multi-advisor firm managing approximately $1.67 billion for individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm employs a team-based investment process supported by an investment committee and maintains a corporate affiliation with Colonial Trust Company, enabling integrated advisory and trust services.

Henry Batts III is a Financial Advisor at Colonial Trust Advisors, Inc. with 11 years of industry experience. He previously worked at Janney Montgomery Scott for nine years before joining Colonial Trust Advisors and its affiliated Colonial Trust Company in 2021. Henry holds a Series 66 license and is also licensed to sell insurance in South Carolina and Florida. He spends approximately half of his time managing fiduciary and trust-related business at Colonial Trust Company. Colonial Trust Advisors, Inc. is a multi-advisor firm managing approximately $1.67 billion for individual and high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm employs a team-based investment process supported by an investment committee, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with a notable affiliation to the state-chartered Colonial Trust Company that provides fiduciary services.

Sarah Shalala is a financial advisor at Colonial Trust Advisors, Inc. in Spartanburg, SC, with two years of industry experience. She holds a Series 65 designation and has worked at multiple firms, including Resolute Capital, LLC and Sikich Capital Management LLC. Outside of financial advising, she has experience outside the industry, including a role at Przedszkole Genesis. Colonial Trust Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations, providing portfolio management, financial planning, and retirement-plan advisory services. The firm employs a team-based investment process led by an internal committee that uses fundamental and qualitative analysis, asset allocation, and both long- and short-term trading strategies.

William Wieters is a financial advisor at Colonial Trust Advisors, Inc. with eight years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Colonial Trust Advisors, Colonial Trust Company, Coastal Community Foundation, Wells Fargo Clearing, and Merrill. In addition to his advisory role, he also serves as a Trust Officer at Colonial Trust Company, contributing to fiduciary decision-making and investment management. Colonial Trust Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a team-based investment process incorporating fundamental and qualitative analysis, asset allocation, and trading strategies to deliver portfolio management and financial planning services.

Barry Wynn is a financial advisor with Colonial Trust Advisors, Inc. in Spartanburg, SC, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has worked at Colonial Trust Company and Colonial Trust Advisors, Inc. since 1991 and currently serves as Executive Vice President of Colonial Trust Company, where he is involved in investment management, fiduciary decision making, administrative oversight, and compliance. Approximately 25% of his time is dedicated to Colonial Trust Company, with the remainder spent at Colonial Trust Advisors. Colonial Trust Advisors, Inc. is a multi-advisor firm managing approximately $1.67 billion for individual and high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm employs a team-based investment process supported by a centralized custody and trading platform and maintains a corporate affiliation with Colonial Trust Company, which enables advisors to balance advisory and fiduciary roles while providing distinct investment management and trust services.

Brittany Bynum is a financial advisor at Colonial Trust Advisors, Inc. with 12 years of industry experience. She holds a Series 66 designation and previously worked at firms including United Community Insurance, Inc. and FinTrust Capital Advisors, LLC. Brittany is also licensed to sell insurance in South Carolina and receives compensation from insurance product sales. Colonial Trust Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a team-based investment process incorporating fundamental and qualitative analysis and offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services.

Camp Wynn is a financial advisor at Colonial Trust Advisors, Inc. with 17 years of industry experience. He holds the CFA® designation along with Series 63 and Series 65 licenses. Wynn also serves as Vice Chairman, Executive Vice President, Chief Investment Officer, and Senior Trust Officer of Colonial Trust Company, where he is involved in investment management, fiduciary decision-making, administrative oversight, and compliance. Colonial Trust Advisors, Inc. is a multi-advisor investment firm managing approximately $1.67 billion for individual and high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm employs a team-based investment process supported by an investment committee and is affiliated with Colonial Trust Company, allowing for integrated advisory and fiduciary services while maintaining distinct functions.