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Greenville Portfolio Management
New Investors in the Last 45 Days
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ASE Financial Advisory Group
_
9 Buena Vista Way, Ste B
Greenville
,
SC
29615
Rusty Cagle, M.S., MPAS, CFP®, CRPC®,CAP™
864-254-0032
Member Since: 2007
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Bank of America
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101 N Main St, Ste 700
Greenville
,
SC
29601
Stacy B. Brandon
864-404-4100
Member Since: 1955
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Bank of Travelers Rest
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2021 N Pleasantburg Dr
Greenville
,
SC
29609
Donna DeBrew
864-834-6210
Member Since: 2015
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Bank of Travelers Rest
_
217-B E Washington St
Greenville
,
SC
29601
Randy L Bell
864-282-2322
Member Since: 2015
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Bank of Travelers Rest
_
201 Pelham Rd
Greenville
,
SC
29615
Alan Baird
864-660-7603
Member Since: 2015
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Bank of Travelers Rest
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1041 Verdae Blvd
Greenville
,
SC
29607
Eric Wall
864-720-1100
Member Since: 1978
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BB&T
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2 W Washington St, Ste 801
Greenville
,
SC
29601
Jon Chilton
864-242-3334
Member Since: 1973
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Consolidated Planning, Inc.
_
15 S Main St, Ste 401
Greenville
,
SC
29601
Debra Wilburn FLMI, ACS
864-232-9316
Member Since: 2011
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Countybank
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201 W McBee Ave
Greenville
,
SC
29601
Marko Huttunen
864-335-2400
Member Since: 2006
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DeHollander & Janse Financial Group
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3515 Pelham Rd, Ste 100
Greenville
,
SC
29615
Roy Janse
864-770-0220
Member Since: 2010
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Family Legacy, Inc.
_
104 Broadus Ave
Greenville
,
SC
29601
Chris Brown
864-233-0808
Member Since: 1995
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Godsey & Gibb Wealth Management
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40 W Broad St, Ste 350
Greenville
,
SC
29601
Dan Savage
864-312-5130
Member Since: 2011
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Huddleston & Associates, A Private Wealth Advisory Practice of Ameriprise Financial
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465 Woodruff Rd
Greenville
,
SC
29607
Michele Huddleston
864-250-3000
Member Since: 2011
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J. Freeman & Associates, Inc.
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PO Box 3597
Greenville
,
SC
29608
Jason Freeman
864-331-4400
Member Since: 2004
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Modern Woodmen of America
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3453 Pelham Rd, Ste 201
Greenville
,
SC
29615
Casey Chambers
864-244-5220
Member Since: 2012
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PNC Bank
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531 S Main St, Ste 100
Greenville
,
SC
29601
Tommy Flinn
864-282-1667
Member Since: 2012
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Raymond James & Associates, Inc.
_
101 Falls Park Dr, Ste 600
Greenville
,
SC
29601
Brian Albers
864-370-2050
Member Since: 1992
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Regions Bank
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101 E Washington St
Greenville
,
SC
29601
Beth Waters
864-770-6740
Member Since: 2015
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Regions Bank
_
290 S Pleasantburg Dr
Greenville
,
SC
29607
Michelle Dodge
864-420-6483
Member Since: 1984
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Regions Bank
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652 Haywood Rd
Greenville
,
SC
29607
Roslyn Gilstrap
864-297-0355
Member Since: 2015
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Regions Bank
_
2565 Woodruff Rd
Simpsonville
,
SC
29681
Heather Volz
864-289-2201
Member Since: 2015
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SANDLAPPER Securities, LLC
_
800 E North St; 2nd Floor
Greenville
,
SC
29601
Trevor Gordon
864-679-4701
Member Since: 2011
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Serrus Capital Partners, LLC
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PO Box 80877
Simpsonville
,
SC
29680
Leighton Cubbage
864-907-6551
Member Since: 2009
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South State Bank
_
200 E Broad St, Ste 100
Greenville
,
SC
29601
Mike Coggin
864-242-5601
Member Since: 2002
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South State Bank
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3622 Pelham Rd
Greenville
,
SC
29615
Emily Dean
864-254-9460
Member Since: 2009
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South State Bank
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1 Five Forks Plaza Ct
Simpsonville
,
SC
29681
Kirk Bevan
864-527-2963
Member Since: 2009
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South State Bank (formerly South Carolina Bank and Trust)
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1006 E Butler Rd
Greenville
,
SC
29607
Emily Dean
864-267-6333
Member Since: 2009
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SunTrust - McBee Avenue
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300 E McBee Ave
Greenville
,
SC
29601
Yolanda Scott-Boone
864-255-7140
Member Since: 1955
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United Community Bank
_
306 E North St
Greenville
,
SC
29601
Michelle Seaver
864-250-7668
Member Since: 1980
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Wells Fargo
_
15 S Main St, D-3310-036
Greenville
,
SC
29601
Mark Westmoreland
864-255-8370
Member Since: 1955
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