As a CFP®, AAMS® and 2026 Forbes Best-In-State Wealth Advisor, I specialize in retirement planning and wealth management for individuals and families relocating to the Myrtle Beach and Grand Strand area.

Originally from Upstate New York, I have lived in the Myrtle Beach area for over 26 years and have spent my career helping individuals and families from across the country navigate the transition to retirement life on the Grand Strand.

My practice encompasses retirement income planning, wealth preservation, and multigenerational wealth strategies for families at every stage of retirement.

With nearly 20 years of experience serving clients in the Myrtle Beach area, I currently serve as a Managing Director- Investments at Wells Fargo Advisors, holding both the CFP® and AAMS® designations.

I am honored to serve on the board of the Rape Crisis Center of Horry & Georgetown Counties along with the Wall College Board of Visitors at Coastal Carolina University.

My belief is simple- your retirement should be spent living out your long -term dreams, not watching the stock market. I am proactive and straightforward, and I will be there for your family during life's most exciting and most challenging moments.

I welcome the opportunity to speak with individuals and families planning their next chapter on the Grand Strand.

 

 

2026 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24-6/30/25 (Source: Forbes.com). 2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com). 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com). 2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24 (Source: Forbes.com). Third Party Award disclosures | Wells Fargo Advisors.

Taylor Seffels is a Financial Advisor with Wells Fargo Advisors in Mount Pleasant, South Carolina. Originally from Fayetteville, North Carolina, she earned her Bachelor of Arts degree from the University of South Carolina and has worked in the financial services industry since 2004. With more than 20 years of experience, Taylor holds her FINRA Series 7, 9, 10, 63, and 66 registrations and is insurance licensed.

Taylor built her practice on a simple belief: the best financial strategies begin with strong relationships. Before discussing investments, she takes the time to understand what matters most to her clients, their values, priorities, and long-term goals. From there, she develops personalized strategies designed to evolve alongside them through each stage of life.

Her approach is rooted in goal-based planning. Whether clients are preparing for retirement, growing their families, navigating career transitions, or planning to transfer wealth to future generations, Taylor helps bring clarity, structure, and confidence to the decision-making process. She strives to make wealth planning straightforward, transparent, and centered around each client's unique vision for the future.

Taylor also works closely with individuals and families relocating to the South Carolina coast. A move can bring exciting opportunities along with important financial considerations, and she enjoys helping clients navigate those decisions so they can embrace their next chapter with confidence.

Outside the office, Taylor enjoys the Lowcountry lifestyle and is proud to call Mount Pleasant home. You can often find her exploring the local farmers market, enjoying a good book at the beach, or discovering new places with family and friends.

Beth Walters, CRPC is a Senior Financial Advisor based in Murrells Inlet SC. She works
with her clients to bring clarity and structure to their financial lives, particularly as they
approach or transition into retirement. She focuses on building long lasting relationships
grounded in trust, transparency and personalized advice. Her practice is built on a goals
driven planning philosophy which helps her clients define what a successful retirement looks like for them. From building sustainable income strategies to helping clients manage risk and preserve wealth, her goal is to simplify complex financial decisions and provide a clear path forward.

Prior to joining Wells Fargo Advisors, Beth spent over 6 years with Merrill Lynch and brings a
comprehensive perspective to wealth management grounded in thoughtful planning and
long-term guidance. She has over 8 years of experience in the financial industry. Beth earned her bachelor’s degree in Accounting from Colorado State University, developing a strong analytical foundation that informs her structured and detail oriented approach. She holds the Chartered Retirement Planning Counselor (CRPC) designation.

Outside the office, Beth enjoys time with her daughter, family and friends. She loves traveling, the outdoors, exploring new restaurants and fitness.