Bluffton, SC A Towne Dr Office

Team
Updated today

Client AUM

$4,736,613,823

Clients

37,763

Advisors

3

Of 446 advisors across 213 offices

Location

97 A Towne Dr

Bluffton SC 29910

Advisors at this office

3

Advisors at this office

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Gina E

Series 63, Series 65, Series 66

Bluffton, SC

GWN Securities Inc.

Gina Eibest is a financial advisor with GWN Securities Inc. in Bluffton, SC, holding Series 63, 65, and 66 licenses and bringing 13 years of industry experience. She has worked at GWN Securities since 2016 and also serves as an administrative assistant and partner at Harbor Light Insurance & Wealth Advisors, where she focuses on life insurance and fixed annuity products. GWN Securities is an SEC-registered investment adviser and broker-dealer managing approximately $3.65 billion across over 37,000 client accounts. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, serving both individual and business clients through a network of about 423 advisors.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Richard S

Series 63, Series 65

Bluffton, SC

GWN Securities Inc.

Richard Sebastian is a financial advisor with GWN Securities Inc. in Bluffton, SC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been with GWN Securities since 2016 and is also the president and managing partner of Harbor Light Insurance & Wealth Advisors LLC, an insurance and wealth advisory firm. In his role at Harbor Light, he occasionally offers life insurance and fixed annuity products. GWN Securities provides investment advisory services to individual and corporate clients through multiple managed account programs and financial planning offerings. The firm’s approach includes discretionary portfolio management using a mix of affiliated and unaffiliated sub-advisers, with strategies that incorporate both traditional asset allocation and market-timing or momentum-based tactics.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Stephen A

Series 66

Bluffton, SC

GWN Securities Inc.

Stephen Arthur is a financial advisor with GWN Securities Inc. in Bluffton, SC, holding a Series 66 designation and six years of industry experience. Prior to joining GWN Securities in 2020, he worked at MML Investors Services and MassMutual. Outside of financial services, he has been involved with Giuseppi's Pizza & Pasta as a delivery driver since 2015 and serves on the board of Libraries for Kids International, a nonprofit focused on donating books to African countries. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a broad network of advisors and employs both traditional and legacy market-timing investment strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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