Columbia, SC Center Point I Office

Team
Updated today

Client AUM

$4,310,487,590

Clients

22,240

Advisors

11

Of 86 advisors across 36 offices

Location

2000 Center Point I, Suite 2220

Columbia SC 29210

Advisors at this office

11

Advisors at this office

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Patrick M

Series 66

Columbia, SC

Good Life Advisors, LLC

Patrick Moody is a financial advisor at Good Life Advisors, LLC in Columbia, SC, holding a Series 66 designation with four years of industry experience. Prior to joining Good Life Advisors in 2022, he worked at LPL Financial and Cornerstone Financial Management. Outside of advising, he serves as a swimming coach at Blythewood High School and works as a color analyst for ESPN. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple analysis methods to tailor advice and offers a range of portfolio management and planning solutions, including educational seminars and subscription-based services.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Noah P

Series 66

Columbia, SC

Good Life Advisors, LLC

Noah Powell is a financial advisor at Good Life Advisors, LLC with a Series 66 designation and one year of industry experience. Prior to his current role, he worked in educational settings including the University of South Carolina and Gray Collegiate Academy. Noah provides administrative support to Good Life Advisors. Good Life Advisors offers investment advisory, financial planning, and retirement plan consulting services to a diverse client base including individuals, families, and business entities. The firm employs a team approach and multiple analysis methods to tailor advice, and it provides access to various programmatic solutions and educational resources.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Bennett M

Series 66

Columbia, SC

Good Life Advisors, LLC

Bennett Miller is a financial advisor with Good Life Advisors, LLC in Columbia, SC. He holds a Series 66 designation and has been in the industry since 2025. Prior to his advisory role, he worked in education at various schools including A.C. Flora High School and the University of South Carolina. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm employs a team approach and multiple analysis methods to tailor advice and offers a range of programmatic investment solutions alongside educational seminars and ongoing planning services.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Jonathan J

Series 66

Columbia, SC

Good Life Advisors, LLC

Jonathan Jolley is a financial advisor with Good Life Advisors, LLC in Columbia, SC, holding a Series 66 designation and seven years of industry experience. He has worked with firms including LPL Financial and Genoa Healthcare, and has over a decade of involvement with Southern Health and Retirement Planning. Good Life Advisors is a multi-team registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, providing portfolio management, financial planning, retirement plan consulting, and access to third-party asset managers and advisory programs. Their investment approach combines fundamental, technical, and cyclical analysis with ongoing account monitoring and employs a variety of management strategies and technology platforms.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Robert T

Series 63, Series 65

Columbia, SC

Good Life Advisors, LLC

Robert Templeton is a financial advisor at Good Life Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Good Life Advisors since 2016. Outside of his advisory work, he is involved in writing through Templeton Publications, LLC, which he started in 2024, and has been active as a musician. Good Life Advisors is a multi-team registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and access to third-party managers. It employs a tailored investment approach combining fundamental, technical, and cyclical analysis and uses a variety of management strategies and technology platforms to support client portfolios.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Robert P

Series 66, Series 65

Columbia, SC

Good Life Advisors, LLC

Robert Price is a financial advisor at Good Life Advisors, LLC in Columbia, SC, with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at LPL Financial, Waddell & Reed, and various insurance carriers. Outside of his advisory role, he is involved in insurance sales, including life, health, and disability products. Good Life Advisors is a large registered investment adviser serving individuals, business entities, trusts, estates, and charitable organizations with approximately $4.35 billion in assets under management. The firm offers customized portfolio management, comprehensive financial planning, retirement plan consulting, and access to third-party asset managers, utilizing a combination of direct management, model portfolios, and sponsored advisory programs.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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James B

Series 66

Columbia, SC

Good Life Advisors, LLC

James Brown III is a financial advisor at Good Life Advisors, LLC in Columbia, SC, with nine years of industry experience. He holds the Series 66 designation and has been affiliated with Good Life Advisors since 2017. Brown also has experience working with LPL Financial LLC and Cornerstone Financial Management. Good Life Advisors is a registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management, serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, retirement plan consulting, and access to third-party asset managers, employing a tailored investment process that integrates fundamental, technical, and cyclical analysis.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Willis D

Series 63, Series 65

Columbia, SC

Good Life Advisors, LLC

Willis Deaton Jr. is a financial advisor with Good Life Advisors, LLC in Columbia, SC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been associated with Cornerstone Investment Management and LPL Financial since 2016. Outside of advisory roles, he is involved in a non-investment related business entity formed for a group investment in a hunting property. Good Life Advisors is a registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management, serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers tailored portfolio management and comprehensive financial planning, utilizing a mix of direct management, model portfolios, and third-party platforms including LPL-sponsored technology.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Timothy A

Series 66

Columbia, SC

Good Life Advisors, LLC

Timothy Albergotti is a financial advisor at Good Life Advisors, LLC with two years of industry experience. He holds a Series 66 designation and previously worked for Dealer Specialties of South Carolina for ten years. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to tailor advice and offers access to various programmatic solutions and educational seminars.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Kenneth C

Series 63, Series 65

Columbia, SC

Good Life Advisors, LLC

Kenneth Calcutt is a financial advisor at Good Life Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Good Life Advisors and LPL Financial since 2014. Outside of his advisory roles, he has been involved with the Palmetto Half Marathon since 2010 and has a long tenure with Pepsi Bottling Group dating back to 2001. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm uses a team approach and multiple analysis methods to tailor advice and offers access to various programmatic solutions, educational seminars, and ongoing planning subscriptions.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Ryan T

Series 66

Columbia, SC

Good Life Advisors, LLC

Ryan Templeton is a Series 66-licensed financial advisor with Good Life Advisors, LLC in Columbia, SC, where he has worked since 2019. He has six years of industry experience, including prior roles at LPL Financial and a background outside finance that includes work with the North Charleston Fire Department and in contracting. Templeton is also involved in publishing activities through Templeton Publications, LLC, where he writes books and hosts a podcast. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to a diverse client base including individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple analytical methods to tailor advice, offers access to various programmatic investment solutions, and provides educational seminars and planning subscription services.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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