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Greenville, SC

Advisors

Our experienced team of financial advisors is dedicated to helping you steward your wealth with wisdom, integrity, and purpose.

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Senior Advisors
Advisors
Everyday Steward

Scott Clark

Sr. Financial Advisor, Partner

CFP®
CKA®
Greenville, SC
Bio
Scott Clark
Greenville, SC
Everyday Steward
Senior Advisor
Advisors
Everyday Steward

David Garrigan

Financial Advisor

CFP®
CKA®
Greenville, SC
Bio
David Garrigan
Greenville, SC
Everyday Steward
Advisor
Advisors
Private Wealth

Eddie Holland

Sr. Private Wealth Advisor, Partner

CFP®
CKA®
CPA/PFS
Greenville, SC
Bio
Eddie Holland
Greenville, SC
Private Wealth
Senior Advisor
Advisors
Private Wealth

Adam Kleinfelter

Private Wealth Advisor

CAP®
CFP®
ChSNC®
Greenville, SC
Bio
Adam Kleinfelter
Greenville, SC
Private Wealth
Advisor
Advisors
Private Wealth

Justin Meade

Private Wealth Advisor

CFP®
CKA®
CRPC®
Greenville, SC
Bio
Justin Meade
Greenville, SC
Private Wealth
Advisor
Advisors
Private Wealth

Joel Robinson

Managing Director, Partner

Greenville, SC
Bio
Joel Robinson
Greenville, SC
Private Wealth
Advisor
Managing Directors
Private Wealth

Jeremy Weaver

Sr. Private Wealth Advisor, Partner

CPA/PFS
Greenville, SC
Bio
Jeremy Weaver
Greenville, SC
Private Wealth
Senior Advisor
Advisors
Private Wealth

Sherri White

Sr. Private Wealth Advisor, Partner

CKA®
CPA/PFS
Greenville, SC
Bio
Sherri White
Greenville, SC
Private Wealth
Senior Advisor
Advisors
Everyday Steward

Scott Clark

Sr. Financial Advisor, Partner

CFP®
CKA®
Greenville, SC
Bio
Scott Clark
Greenville, SC
Everyday Steward
Senior Advisor
Advisors
Private Wealth

Eddie Holland

Sr. Private Wealth Advisor, Partner

CFP®
CKA®
CPA/PFS
Greenville, SC
Bio
Eddie Holland
Greenville, SC
Private Wealth
Senior Advisor
Advisors
Private Wealth

Jeremy Weaver

Sr. Private Wealth Advisor, Partner

CPA/PFS
Greenville, SC
Bio
Jeremy Weaver
Greenville, SC
Private Wealth
Senior Advisor
Advisors
Private Wealth

Sherri White

Sr. Private Wealth Advisor, Partner

CKA®
CPA/PFS
Greenville, SC
Bio
Sherri White
Greenville, SC
Private Wealth
Senior Advisor
Advisors
Everyday Steward

David Garrigan

Financial Advisor

CFP®
CKA®
Greenville, SC
Bio
David Garrigan
Greenville, SC
Everyday Steward
Advisor
Advisors
Private Wealth

Adam Kleinfelter

Private Wealth Advisor

CAP®
CFP®
ChSNC®
Greenville, SC
Bio
Adam Kleinfelter
Greenville, SC
Private Wealth
Advisor
Advisors
Private Wealth

Justin Meade

Private Wealth Advisor

CFP®
CKA®
CRPC®
Greenville, SC
Bio
Justin Meade
Greenville, SC
Private Wealth
Advisor
Advisors
Private Wealth

Joel Robinson

Managing Director, Partner

Greenville, SC
Bio
Joel Robinson
Greenville, SC
Private Wealth
Advisor
Managing Directors
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