You don't want to simply create financial goals - you want to achieve them. The prudent guidance of our team of more than 30 financial advisors can help you get there. We are your neighbors, living and working here as an integral part of the upstate South Carolina community. We are serving individuals and institutions by helping them manage and preserve their wealth.

At the Greenville Complex of Raymond James, you'll discover a high level of service and a wealth of expertise, from professionals in retirement planning to investment analysts. When you add our philosophy of putting clients first and the powerful resources of Raymond James, you get a result that has no equal.

Management Team

Financial Advisors

CFP® | Certified Financial Planner™ |

Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.