Websterrogers Financial Advisors, LLC

Amy Fisher is a CFP® with 19 years of industry experience, currently serving at Websterrogers Financial Advisors, LLC since 2007. She has also been associated with Webster Rogers LLP since 2004. WebsterRogers Financial Advisors, LLC serves individuals, trusts, small businesses, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and consulting on tax, estate, and cash-flow matters. The firm employs a long-term investment approach based on Modern Portfolio Theory and diversified allocations across mutual funds, ETFs, fixed-income securities, and alternatives.

Alexander Rasmussen is a CFA® charterholder with 19 years of industry experience. He has been with Websterrogers Financial Advisors, LLC since 2016, currently serving as part of a seven-advisor team based in Florence, SC. WebsterRogers Financial Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, and charitable organizations. The firm emphasizes long-term strategies based on Modern Portfolio Theory and diversified allocations implemented through mutual funds, ETFs, fixed-income securities, and alternatives.

Carson Strom is a CFA® charterholder and Series 65 licensed financial advisor with four years of industry experience. He has worked at WebsterRogers Financial Advisors, LLC since 2021 and previously was with Zion and Company from 2019 to 2021. Before entering the financial sector, he spent five years at the University of South Carolina in various roles. WebsterRogers Financial Advisors, LLC serves individuals, trusts, small businesses, charitable organizations, and retirement plan sponsors by providing investment management, financial planning, and retirement-plan advisory services. The firm employs a long-term investment approach based on Modern Portfolio Theory and diversified allocations, utilizing tools such as Monte Carlo simulation and third-party platforms for tax-efficient portfolio management.

Jessica Harrington is a financial advisor at Websterrogers Financial Advisors, LLC with 11 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Websterrogers since 2015. Websterrogers Financial Advisors, LLC provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, and charitable organizations. The firm employs a long-term investment approach based on Modern Portfolio Theory, using diversified allocations primarily with mutual funds, ETFs, and select fixed-income securities or alternatives.

William Miles is a financial advisor at WebsterRogers Financial Advisors, LLC in Columbia, SC, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Smith Drug Company, the PGA Tour, and self-employment between 2019 and 2022. WebsterRogers Financial Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, and charitable organizations. The firm emphasizes long-term strategies based on Modern Portfolio Theory, utilizing diversified allocations and risk-assessment tools to manage portfolios on both discretionary and nondiscretionary bases.

Drake Wright is a financial advisor at Websterrogers Financial Advisors, LLC in Florence, SC, holding a Series 65 designation with seven years of industry experience. He has been with Webster Rogers since 2016. WebsterRogers Financial Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, and charitable organizations. The firm emphasizes long-term, diversified investment strategies using Modern Portfolio Theory and employs tools such as risk-tolerance questionnaires and Monte Carlo simulations to guide portfolio allocation.

William Hardaway III is a CFP® and PFS™ with eight years of industry experience. He is currently with Websterrogers Financial Advisors, LLC, where he has worked since 2013. Outside of his advisory role, he serves as a tax associate at WebsterRogers LLP. WebsterRogers Financial Advisors, LLC provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, charitable organizations, and plan sponsors. The firm employs long-term strategies based on Modern Portfolio Theory and diversified allocations using mutual funds, ETFs, and fixed-income securities, and offers consulting on tax, estate, and cash-flow matters.