Let Us Introduce Ourselves

Located in Greenville, SC, I am a Managing Director –of Investments located in Greenville, SC, backed by over, with more than 30 years of experience in the financial services industry. I am dedicated to helping my clients make once-in-a-lifetime decisions and plan for the changes they may face.

Being able to truly help individuals is what I enjoy most about my job. Finances can be an overwhelming burden for many, whether they’re deciding how to invest a lifetime of savings, what to do with an unexpected inheritance, how to manage the sale of a family business, and how much should be saved for a comfortable retirement. I strive to communicate complex financial information to clients in a way that is easy to understand, so they can. I want my clients to make informed decisions, and I relish the “a-ha” moments I often see clients experience. In my opinion, their understanding of how they’re putting their dollars to work is a sign they’re gaining financial confidence, and that’s how I know I’m making a difference.

Over the course of my career, I’ve developed a simple, yet elegant wealth management practice. We have a very well-defined consultative process that we use for the introduction of all new clients and for servicing and maintaining all client relationships. Investment planning is the foundations which we build upon, and through the firm’s Envision® process, we develop a comprehensive analysis and understanding of the client’s current situation. We then build a roadmap to help them work toward their goals.

I do not outsource the management of our clients’ money to mutual funds or outside managers. For our advisory clients, I utilize the Private Investment Management platform at Wells Fargo Advisors, offering a menu of discretionary portfolio strategies that I directly manage. I leverage the firm's fundamental analysis to determine what to buy, and I use point-and-figure technical analysis to determine when to buy and sell. Though I have a limited number of portfolio strategies defined by investment objective, I am able to create asset allocation strategies that are individually designed for each of my clients based on their unique combination and allocation across my portfolio strategies.

Our wealth management formula is simple: wealth management is the combination of investment management, investment planning, and relationship management.

A true native of upstate South Carolina, I was born and raised in Anderson and attended Wofford College in Spartanburg, where I graduated with a bachelor’s degree in biology. I also hold my Series 7, 9, 10, 24, 63, and 65 registrations and completed the three-year program of the Securities Industry Institute at the University of Pennsylvania in Philadelphia. My wife, Elizabeth, and I now reside in Greenville, wherewith we raised our three children, Jim, Mimi, and Joe. In our free time, we enjoy traveling and participating in outdoor activities, especially at Lake Hartwell on the weekends. I love spending time on the water, but during the winter months, there’s nothing I’d rather do than go skiing out west.

Dedicated to giving back to my local community, I served on the President’s Advisory Council and the Alumni Association Board of Wofford College. I have also been an active member of Christ Church Episcopal, having served as co-chair of the most recent capital campaign, as an elected member to the Vestry, and as the annual giving committee chair. Additionally, I am a graduate of Leadership Greenville’s 35th Class, the past Board Chairman and Campaign Chairman for Foothills United Way, and the past President and Board Chairman of Anderson Arts Center.

The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

A 1972 graduate of Pfeiffer University with a degree in Business Administration, I have spent the last 40+ years helping my clients navigate their investment goals through many market fluctuations and corrections. I began my career in North Carolina with NCNB Corp in 1972 before being transferred to Spartanburg, SC. In 1981 I joined Smith Barney, Harris, Upham and was soon hired, in 1982, to run the start-up investment division office to run the Spartanburg division with Bankers Trust of SC which later became NCNB Securities. In 1994 I became the manager of Interstate Johnson Lane, a regional brokerage firm, which later became Wachovia Securities. I moved to Wells Fargo Advisors when they acquired Wachovia securities and became the Branch manager of the Spartanburg office.   In 2024 Forbes magazine recognized me as one of their Best-In-State Wealth Advisors in SC. As a Senior Financial Advisor and Managing Director Investments, I advise and support my clients in the management of their financial assets based on their individual goals. My commitment to do what is right for each and every client has gained me the trust and loyalty of my clients and the respect of my colleagues. I live in Spartanburg, SC with my wife Debbi. When I am not helping my clients achieve their investment goals, I enjoy playing golf, watching sports and spending time with my grandchildren.

2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

I am a Managing Director – Investments and Branch Manager located in Spartanburg, South Carolina. I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience throughout major shifts in the markets enables me to help my clients structure balanced portfolios to address their specific investment goals. As your Financial Advisor, my goal is to help simplify your life, help you retire with the cash flow and comfort you deserve and help build a lasting legacy for the ones you love and the things you care about.

Prior to joining Wells Fargo Advisors, I began my financial services career with the Portman Companies in Atlanta. I later returned to Spartanburg as the Chief Financial Officer of a privately owned textile company. In 2006, I joined Morgan Stanley, where I served investors for nine years. In August 2018, I became the Branch Manager for the Spartanburg office. Helping clients reach their goals is my goal.

I earned a Bachelor of Science in Economics and Accounting from Wofford College in 1980. Committed to helping my community prosper, I am a member of the Board of Governors of the Piedmont Club and serve on the Spartanburg County Commission for Higher Education.

Away from the office, I like to spend my free time with my wife, Pamela and our children. My son, Mercer works in Charlotte, NC and my daughter, Brooksie, is married to David with two daughters.

I am a Vice President – Investments at Wells Fargo Advisors in Greenville, SC, with over 14 years of experience in the financial services industry. Although originally from Richmond, Virginia, I moved to the upstate at 18 years old and never left.  Early in my career, a drive and passion for managing client portfolios led me to obtain the Chartered Financial Analyst designation®.  I am a proud graduate of Clemson University with a bachelor’s degree in economics and a minor in financial management.

The stock market has always fascinated me, and I believed I would work in the financial industry from a very young age. As a child, I remember looking through annual stock reports with my dad, and then reading Warren Buffet’s biography in my teen years. I have two primary roles on our team. One, I help manage investment portfolios that aim to preserve and grow clients’ assets, and two, I create personalized plans designed to guide clients through all stages of life.

My wife, Liz, and I reside in Greenville with our four young children, George, Betsy, Gigi, and Maggie.  Away from the office, I enjoy spending quality time with my family, playing golf, cooking on my Big Green Egg, and cheering on the Clemson Tigers.

I believe giving back to the community is very important. I am an active member of Westminster Presbyterian Church, have held multiple past leadership roles with The United Way, and organize an annual canned food drive for Loaves and Fishes every Thanksgiving.

As a Financial Advisor, it’s important that I’m able to build upon clients’ financial knowledge so they can make informed decisions. I enjoy cultivating new relationships and connecting with individuals on a deeper level to create a relationship that goes beyond the numbers. I’m driven by the knowledge that I’ll be there for them through many major life events such as retirement, the birth of grandchildren, and I’ll be there for their loved ones after their passing. It’s an honor to guide these individuals and families through our wealth management process and provide an investment plan designed to give them confidence. The moment when an individual’s feelings about retirement turn from uncertainty and fear to knowing they have a plan in place is truly special.

My role within our team is identifying potential prospective clients and introducing them to our team and wealth management process. We place a heavy emphasis on a thorough approach in our discovery phase that leads to a personalized investment plan and investment recommendations.

I am a Greenville native who loves the upstate of South Carolina. I was lucky enough to find the love of my life here and am thankful every day for my beautiful wife, Aneeqa. I hold a bachelor’s degree in English language and literature from Wofford College. My main passions are the outdoors, hiking, and camping and in my spare time, I enjoy playing golf and disc golf. I also have a hound mix, Kaira, who is always ready for a walk or adventure (but mainly belly rubs).

The Greenville community has done so much for me. In an effort to try to give back, I participate in Habitat for Humanity builds and food deliveries for Meals on Wheels. I am always seeking out new opportunities to improve the lives of those less fortunate in Greenville and the surrounding areas.

As a Senior Registered Client Associate, my responsibilities include opening and maintaining client accounts, while handling day-to-day operations with personal care and first-class service, including assisting clients with stock quotes, trading, asset transfers, account balances, and account-related details.

I work to ensure that the Financial Advisors I support comply with firm and branch policies and standards in order to protect them and their clients.

When working directly with clients, I understand that each and every client is an individual with their own goals and desires as well as personalities. I strive to give every client courteous and efficient “white glove” service.

I hold Series 7 and Series 66 registrations, SC LIH licenses and the CRPC designation.  I began my financial services career as a financial advisor at a previous firm in New York. I have been with Wells Fargo Advisors since May 2022. My wife Debbie and I live in Simpsonville, SC with our 2 dogs.

I am a Client Associate that works with The Yarbrough Group of Wells Fargo Advisors. My role is to assist the financial advisors and our clients with their various needs. I love being able to build connections with so many different people; it is one of my greatest joys in life.

I was born and raised in Greenville, South Carolina.  I graduated from Bob Jones Academy and went straight into the work force.  I have been with Wells Fargo since 2022 and joined the Yarbrough Group of Wells Fargo Advisors in June of 2024.

In my free time, I love to spend time with my family and friends. I enjoy being outdoors when I can. One of my favorite things about living in the upstate is being near so many great hiking spots.