Greenville, SC Pendleton Street Office

Jennifer Chandler is a Series 65-licensed financial advisor with eight years of industry experience, currently serving at Family Legacy, Inc. in Greenville, SC. She has been with Family Legacy since 2016, working as part of a seven-advisor team. Family Legacy, Inc. offers discretionary portfolio management and financial planning to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a long-term, generally conservative investment approach focused on high-quality large-cap stocks complemented by bonds, REITs, mutual funds, and ETFs, and integrates tax-managed strategies primarily for larger clients.

Alyssa Book is a financial advisor at Family Legacy, Inc. in Greenville, SC, holding a Series 65 designation with three years of industry experience. Her prior work includes roles at Cherry Bekaert and the Walt Disney Company. She has also been involved with Family Legacy Business Services Inc. for several years. Family Legacy, Inc. provides discretionary portfolio management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a conservative, long-term investment approach focused on high-quality, income-oriented large-cap stocks and tax-aware strategies tailored to client risk tolerance.

Andrew Sladky is a financial advisor at Family Legacy, Inc. in Greenville, SC, holding a Series 65 designation. He has prior experience at Moore Colson CPAs and Advisors and Elliott Davis. Family Legacy, Inc. provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $377 million across about 240 client relationships and employs a long-term, generally conservative investment approach with a combination of high-quality stocks, bonds, REITs, mutual funds, and ETFs.

Kristen Squires is a financial advisor at Family Legacy, Inc. with a Series 65 credential and two years of industry experience. She has been with Family Legacy, Inc. since 2021 and previously worked at Community Association Management Services and Southern Community Services. Family Legacy, Inc. serves individuals, pension plans, trusts, estates, charitable organizations, and corporations with discretionary portfolio management and financial planning. The firm focuses on long-term, generally conservative investment strategies using high-quality, large-cap stocks, bonds, REITs, mutual funds, and ETFs, and coordinates investment advice with affiliated tax and insurance services.

Justin Phillips is a financial advisor at Family Legacy, Inc. in Greenville, SC, holding a Series 65 designation with four years of industry experience. His prior work includes roles at Stokes & Company CPAs, Bradshaw, Gordon & Clinkscales, and Greenville County Schools. Family Legacy, Inc. provides discretionary portfolio management and financial planning to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm emphasizes long-term, generally conservative investment strategies combining large-cap stocks, bonds, REITs, and ETFs, and coordinates investment advice with tax and insurance services through affiliated practices.