Easley, SC Office

Catherine Lane is a financial advisor with Steward Partners Investment Advisory, LLC. She holds a Series 66 designation and has three years of industry experience. Prior to joining Steward Partners in 2025, she worked at Ameriprise for eight years. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment advisor managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services.

Stephen Blackwell is a Certified Financial Planner® with 18 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. His prior roles include positions at Raymond James Financial and Edward Jones. Outside of his advisory work, he is the owner of Purpose Planner, LLC, which offers a faith-based budgeting app aimed at Gen Z, and is also an author focusing on financial literacy for the same demographic. He serves on the boards of Collins Children's Home and IMPACT Pickens County Foundation. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, pension consulting, and managed account services.