Pawleys Island, SC Business Center Dr Office

Marissa Holdaway is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds the Series 66 designation and previously worked at Hilton and Maurices. Outside of her advisory role, she owns a rental property in Myrtle Beach, SC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Kevin Kaylor is a CFP® professional with 31 years of experience in the financial services industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources for investment evaluation.

John Stalvey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving plans with tailored strategies and acting as an ERISA fiduciary when providing investment advice.

Kemilou Pomplun is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Robert Jones is a CFP® professional with 32 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC for seven years. Outside of his advisory role, he serves as secretary for the River Oaks Property Owners Association in Pawleys Island, SC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lorraine Hoover is a Series 66 licensed advisor with six years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously spent eleven years at SunTrust Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Christian Tully is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in personalized wealth management strategies designed to help clients pursue their financial goals in changing market conditions. Christian focuses on areas including executive compensation, family wealth management, legacy planning, philanthropic planning, retirement income, and investment consulting for defined contribution plans, as well as services for endowments, foundations, and non-profits. Christian holds a Bachelor's Degree from Siena College and carries multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has over 20 years of experience on Wall Street and recently relocated to the Grand Strand area, where he works primarily with retirees. Christian is involved in community organizations such as the Guide Dog Foundation and Teach My People. In his professional approach, Christian uses Merrill's proprietary financial modeling tools and consistently reviews clients’ asset allocations and changing circumstances to support retirement planning and long-term financial success. Outside of work, he enjoys basketball, cooking, gardening, golfing, music, spending time with family, traveling, and yoga.

Teague Mathews is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.