Relationships Lead to the Best Kind of Return

In our experience, clients want permanency. Not just for their wealth’s longevity, but for relationships with their wealth manager.

Local roots help establish that endurance.

Our team was born here, raised here and graduated from some of South Carolina’s most respected universities. We feel we understand the local economic realities our clients face better than an advisor across the country.

And our southern hospitality ensures you’ll be treated with respect, warmth and friendly candor as you progress along your financial journey.

 

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OUR TEAM

William A. Murphy

Private Wealth Financial Advisor
Managing Director - Investments

Claude C. Robinson, CWS

Senior Financial Advisor - Wealth Management
Vice President - Investments

Ryan B. Callaham

Financial Advisor

Daniel S. Willey, AAMS

Private Wealth Senior Registered Client Associate

Piper Haupt

Private Wealth Senior Registered Client Associate

ADDITIONAL RESOURCES

To support your financial needs, we can assemble a team of Wells Fargo specialists who will work with you and your attorney, accountant, and other outside advisors. We have listed some specialists from affiliated business lines of Wells Fargo & Company. Although they are an available resource, they are not members of our practice, nor can they make securities recommendations, or discuss brokerage or advisory accounts or products. If you have questions about how a specialist might be able to assist you, please contact us.

Christy Butler Eckoff, CAP

Senior Fiduciary Strategist
Executive Director

    Brett Erwin, CFA

    Private Wealth Portfolio Manager

      Debbie Romano, CAP

      Senior Philanthropic Advisor

        Mahesh Rao, CFA

        Senior Wealth Strategist
        Business Owner Advisory

          Mindy Spencer, CFP, CIMA

          Executive Director

            Giving Feels Good

            Our team strives to improve our community philanthropically — and our clients’ lives financially. That’s why you’ll find us trying to make a difference in the causes and organizations close to our hearts.

            Our Board and Committee Involvement Includes:

            William A. Murphy:

            • The Rose Ball, President of the Charity Ball Board
            • Greenville Artisphere, Board Member
            • Greenville Country Club Tennis Committee, Board Member
            • The Bon Secours St. Francis Foundation, Board Member
            • Poinsett Club Building and Grounds, Board Member
            • Christ Church Episcopal School, Volunteer
            • Furman Young Alumni Council, Former Member

            Claude C. Robinson, CWS®:

            •  Lander University, Former Trustee
            • GHS Children’s Hospital, Former Board Member
            • The Rose Ball, Benefactors Chairman
            • Greenwood Genetic Center, Foundation Board
            • Bon Secours St. Francis, St. Francis Forum Member

            Greenville, SC skyline at sunrise
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