Hilton Head Capital Partners, LLC

Glen Roberts is a financial advisor with Hilton Head Capital Partners, LLC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior roles include positions at Raymond James Financial and A. G. Edwards & Sons, Inc. He is also the owner of Roberts Financial Strategies, LLC. Hilton Head Capital Partners provides portfolio management, financial planning, and consulting services to individuals, small businesses, and trusts. The firm constructs individualized investment policy statements and uses a combination of model allocations and tailored recommendations, employing both fundamental and technical analysis with strategies that include equities, mutual funds, ETFs, fixed income, and occasional use of short sales, margin, and options.

Bruce Wood is a financial advisor with Hilton Head Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, LLC, and several investment firms such as Chalice Capital Partners and Niagara International Capital Limited. Outside of advising, he owns and operates an insurance sales business through HHCP Insurance Services, LLC. Hilton Head Capital Partners serves individual investors, small businesses, and trusts by providing portfolio management, financial consulting, and referrals to third-party money managers. The firm employs a combination of fundamental, technical, and charting analysis to implement both long- and short-term strategies, managing discretionary and non-discretionary accounts with a focus on tailored investment policies.

Sallie Goldfinch is a financial advisor at Hilton Head Capital Partners, LLC with 10 years of industry experience. She holds the Series 66 designation and previously worked at Raymond James Financial Services from 2015 to 2025. Hilton Head Capital Partners serves individual investors, small businesses, and trusts by providing portfolio management, financial consulting, and referrals to third-party money managers. The firm employs a combination of fundamental, technical, and charting analysis to tailor portfolios based on client goals, and manages both discretionary and non-discretionary accounts.

Gregory Roberts is a financial advisor at Hilton Head Capital Partners, LLC with a Series 65 designation and one year of industry experience. Prior to joining Hilton Head Capital Partners in 2025, he worked as a financial analyst at an electric utility and had roles at Raymond James Financial and as a self-employed advisor. He will continue his employment at the utility until early 2026 and will not be actively engaged in the day-to-day business of Hilton Head Capital Partners until then. Hilton Head Capital Partners provides portfolio management, financial planning, and consulting services to individuals, small businesses, and trusts. The firm combines model allocations with tailored recommendations and utilizes a mix of equities, mutual funds, ETFs, and fixed income, employing both fundamental and technical analysis alongside long- and short-term strategies.

Andrew Roberts is a financial advisor at Hilton Head Capital Partners, LLC with Series 65 registration and approximately one year of experience in the industry. Prior to joining the firm, he worked in landscaping and completed several years of study. Hilton Head Capital Partners serves individual investors, small businesses, and trusts by providing portfolio management, financial consulting, and referrals to third-party money managers. The firm uses a combination of fundamental, technical, and charting analysis to implement both long- and short-term strategies tailored to clients’ objectives and risk tolerance.

William Goldfinch IV is a financial advisor with Hilton Head Capital Partners, LLC and holds a Series 66 designation. He has 18 years of industry experience, including 14 years at Raymond James Financial Services Advisors, Inc. Goldfinch serves on the Conway City Council and volunteers with a nonprofit organization assisting single fathers with financial counseling. Hilton Head Capital Partners serves individual investors, small businesses, and trusts, offering portfolio management, financial consulting, and referrals to third-party money managers. The firm uses a combination of fundamental, technical, and charting analysis to tailor portfolios according to client objectives and risk tolerance.