Sumter, SC Miller Rd Office

Charles James is a financial advisor at &PARTNERS with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory role, he is involved in residential construction through CBJ, LLS, and serves as secretary/treasurer of The Sumter Wateree Club. &PARTNERS serves a diverse client base including individuals, institutions, and private businesses, offering investment management, financial and tax planning, and retirement consulting. The firm employs a variety of investment strategies and provides both discretionary and non-discretionary account management through multiple platforms.

Milton Schwartz is a financial advisor at &Partners with 39 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for eight years and Merrill for fourteen years. &Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and consulting services, utilizing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Preston Schwartz is a CFP® professional with 10 years of industry experience. He currently works at &Partners, where he has been since 2024, following prior roles at Wells Fargo Clearing and Davenport & Company. Outside of his advisory role, Schwartz serves as a head basketball coach at Wilson Hall and holds several community leadership positions, including chairman of the Sumter County Museum board and finance chairman at Sumter Methodist Church. &Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting, using a combination of proprietary and third-party strategies evaluated through ongoing monitoring and due diligence.

Leroy Creech is a financial advisor at &Partners with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, A.G. Edwards & Sons, Inc., and UBS Financial Services. He serves on the boards of Palmetto Hospital and Prisma Hospital Midlands, including a role as vice chair at Prisma Hospital. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, and institutional clients, providing investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary approaches. The firm utilizes a variety of analytical methods and third-party strategies, with a focus on ongoing monitoring and periodic account reviews.

Ramon Schwartz is a financial advisor at &Partners with two years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Ramon also volunteers at Christ Community Church in Sumter, South Carolina. &Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers a range of investment management and financial planning services using a mix of proprietary and third-party strategies, supported by due diligence and ongoing account reviews.

Brenley Davis is a financial advisor with \u0026Partners who holds a Series 66 designation and has 10 years of industry experience. Prior to joining \u0026Partners in 2024, Davis worked at Wells Fargo Clearing for eight years. Outside of advising, Davis is involved in local community organizations, serving as assistant secretary for the Sumter Junior Welfare League and president elect of the Wilson Hall Parent Teacher Organization, both nonprofit groups focused on fundraising and community support in Sumter, SC. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and institutions. The firm offers a variety of investment management and financial planning services through discretionary and non-discretionary accounts, utilizing multiple analytical approaches and both proprietary and third-party strategies.

Lance Towery is a financial advisor with \u0026Partners, holding a Series 66 designation and 26 years of industry experience. His prior experience includes roles at Wells Fargo Clearing for 10 years and A. G. Edwards & Sons, Inc. for 7 years. He serves as a board member of the Briarcliffe Homeowners Association in Elgin, SC. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services, utilizing a combination of fundamental, technical, and quantitative analysis, and maintains a dual registration as both a registered investment adviser and broker-dealer.