About

We want you to be a confident investor so you can work toward your life goals and dreams. We will strive to empower you through customized, goal-oriented investment strategies. Long-term relationships are built on the trust we aim to earn through integrity, hard work and service.

Mission Statement

Mission Statement

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Location

We’re conveniently located. Give us a call or stop by.

Locations

Meet Our Team

Danielle Sollecito, AAMS, CFP

Senior Financial Advisor
Managing Director - Investments


Danielle Sollecito has been recognized as one of:

  • 2025 Forbes Best-In-State Wealth Advisors
  • 2025 Top Women Wealth Advisors Best-in State by Forbes
  • 2024 Top Women Wealth Advisors Best-in-State by Forbes
  • 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State

As a Financial Advisor, my goal is to help my clients make the most of their financial lives. From retirement planning to wealth preservation to education savings for children or grandchildren, I can help you develop and implement smart financial and investment strategies around your goals and needs.

Before entering the financial services industry, I graduated from Coastal Carolina University with a degree in Business Finance and have worked as a Financial Advisor in the Myrtle Beach area since 2008.  Originally from Upstate New York, I have lived in the Myrtle Beach area for over 25 years. Away from the office, my husband Peter and I live in Myrtle Beach with our three children. Our oldest son is currently attending the University of South Carolina and away from the office we are typically active with our younger children. I 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. I look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation.


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) View Award Disclosures

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) View Award Disclosures

2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com) View Award Disclosures

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) View Award Disclosures


Certificates

AAMS, CFP

Barry Halpern

Senior Registered Client Associate

Beth Walters, CRPC

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.

Certificates

CRPC