Portfolio Management

Portfolio Management
 
ASE Financial Advisory Group
Rusty Cagle, M.S., MPAS, CFP®, CRPC®,CAP™
9 Buena Vista Way, Ste B
Greenville, SC 29615
Phone: 864-254-0032
Fax: 864-254-0036
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ASE Advisory Group™ is committed to helping you preserve your wealth, minimize your tax burden and sustain your family legacy. We also work extensively with small to medium sized companies on everything from benefit consulting to business continuation planning.

We are committed to helping you develop the strategies necessary to recruit and retain the most talented employees and to manage your business now and into the future. Our clients are individuals, families, small business owners, private and public companies, and their individual executives.

We take a holistic approach that focuses on your goals and values, and coordinates the counsel of all of your trusted advisors to create a unique program for each client designed to enhance growth and achieve goals.

We align ourselves with best-in-class professional from independent areas of focus to bring together a cohesive team that is client-centered and dedicated to our client’s best interest.

Member Since: 2007

See Also Investment Advice
Bank of America
Stacy B. Brandon
101 N Main St, Ste 700
Greenville, SC 29601
Phone: 864-404-4100
Fax: 864-370-6753
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Bank of America is a leading financial institution that has been operating in SC for 130 years, serving individuals, small businesses, middle-market businesses and large corporations.  Its purpose is to make financial lives better by lending, investing and giving to help build growing and sustainable communities. Bank of America gave over $3 million to SC in 2015 through grants, sponsorships and employee giving. Additionally, 1,500 employees across the state gave 17,500 volunteer hours.

 

Member Since: 1955

See Also Banking, Investment Advice, Consumer Lending
Bank of Travelers Rest
Eric Wall
1041 Verdae Blvd
Greenville, SC 29607
Phone: 864-720-1100
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110% Chamber Member 2015
Member Since: 1978

See Also Banking, Investment Advice, Consumer Lending
Bank of Travelers Rest
Donna DeBrew
2021 N Pleasantburg Dr
Greenville, SC 29609
Phone: 864-834-6210
Fax: 864-244-6822
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Member Since: 2015

See Also Banking, Consumer Lending, Investment Advice
Bank of Travelers Rest
Randy L Bell
217-B E Washington St
Greenville, SC 29601
Phone: 864-282-2322
Fax: 864-282-2340
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Member Since: 2015

See Also Banking, Consumer Lending, Investment Advice
Bank of Travelers Rest
Alan Baird
201 Pelham Rd
Greenville, SC 29615
Phone: 864-660-7603
Fax: 864-298-0049
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Member Since: 2015

See Also Banking, Consumer Lending, Investment Advice
BB&T
Jon Chilton
2 W Washington St, Ste 801
Greenville, SC 29601
Phone: 864-242-3334
Fax: 864-282-3309
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BB&T Corporation, headquartered in Winston-Salem, N.C., is a fast growing, highly profitable financial holding company with ~$170 billion in assets. Its bank subsidiaries operate more than 1,800 branch offices in the Carolinas, Virginia, West Virginia, Kentucky, Georgia, Maryland, Tennessee, Alabama, Indiana, Texas, Florida and Washington, D.C. BB&T ranks No. 2 in market share in North Carolina, No. 3 in South Carolina, No. 4 in Virginia, No. 1 in West Virginia, No. 6 in Georgia, No. 7 in Maryland, No. 3 in Kentucky and No. 5 in Washington, D.C. BB&T's operating strategy distinguishes it from other financial holding companies. BB&T's banking subsidiaries are organized as a group of community banks, each with a regional president, which allows decisions to be made locally, close to the customer. This also makes BB&T's customer service more responsive, reliable and empathetic.

Since 1989, BB&T has completed the acquisition of over 55 community banks and thrifts, more than 70 insurance agencies and 21 non-bank financial services companies. This acquisition strategy has contributed significantly to BB&T's success.

Market President Profile: 

Jon M. Chilton

Jon began his career in 2002 with Grubb & Ellis / Wilson Kibler in Columbia, S.C.  He served as both Property Manager and Commercial Broker at the firm. In 2006, Jon joined BB&T and entered the Leadership Development Program in January of 2007.   From 2007-2016, Jon served BB&T in Columbia as a Commercial Relationship Manager and Regional Corporate Banker.  In August of 2016, Jon was promoted as the Greenville Market President for BB&T. He has served BB&T nearly 12 years in the State of South Carolina. 

Jon is responsible for the leading the Greenville Commercial Banking Team and working alongside all of the Greenville BB&T associates to fulfill our Mission “to create the best financial institution possible”.

Education:
University of South Carolina; Bachelor of Science in Real Estate/Finance – Minor in Political Science (August 2002)
BB&T Leadership Development Program (2007)
South Carolina Bankers School (July 2012)
Leadership Columbia (2016)

Community:
Current Treasurer - Greenville Chamber of Commerce
Board Member – Miracle Hill Ministries, Inc.
Member – Woodruff Road Presbyterian Church, Greenville SC

Member Since: 1973

See Also Consumer Lending, Investment Advice, Banking, Insurance Agencies and Brokerages
Consolidated Planning, Inc.
Debra Wilburn FLMI, ACS
15 S Main St, Ste 401
Greenville, SC 29601
Phone: 864-232-9316
Fax: 704-554-6073
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110% Chamber Member 2015
Member Since: 2011

See Also Financial Investment Activities
Countybank
Marko Huttunen
201 W McBee Ave
Greenville, SC 29601
Phone: 864-335-2400
Fax: 864-335-2401
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Member Since: 2006

See Also Investment Advice, Banking, Consumer Lending
Family Legacy, Inc.
Chris Brown
104 Broadus Ave
Greenville, SC 29601
Phone: 864-233-0808
Fax: 864-370-1713
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Member Since: 1995

See Also Investment Advice
Godsey & Gibb Wealth Management
Dan Savage
40 W Broad St, Ste 350
Greenville, SC 29601
Phone: 864-312-5130
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Member Since: 2011

See Also Investment Advice
Huddleston & Associates, A Private Wealth Advisory Practice of Ameriprise Financial
Michele Huddleston
465 Woodruff Rd
Greenville, SC 29607
Phone: 864-250-3000
Fax: 864-250-4494
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110% Chamber Member 2014
110% Chamber Member 2015
Member Since: 2011

See Also Financial Investment Activities
J. Freeman & Associates, Inc.
Jason Freeman
PO Box 3597
Greenville, SC 29608
Phone: 864-331-4400
Fax: 864-331-4401
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J. Freeman & Associates, Inc. is an independent insurance and investment firm, providing customized, fully-integrated plans to address the individual aspects of a situation. With a personalized approach, JFA offers a diverse range of insurance and investment products, always focusing on achieving our clients’ short and long term goals. 

Securities offered through International Assets Advisory, LLC and Investment Advisory offered through International Assets Investment Management, LLC.

Member Since: 2004

See Also Insurance Agencies and Brokerages
Modern Woodmen of America
Casey Chambers
2507 Wade Hmpton Blvd, Ste 100
Greenville, SC 29615
Phone: 864-244-5220
Fax: 864-244-5221
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110% Chamber Member 2014
110% Chamber Member 2015

Casey Chambers
Regional Director

A leading fraternal financial services organization, Modern Woodmen helps meet the financial security needs of its members and their families through life insurance, annuity*, investment* and banking products. Beyond financial products, the organization also helps members, their families and their communities though volunteer projects, member benefits and more.

Fraternalism at Modern Woodmen

Through member benefits, Modern Woodmen’s fraternal spirit shines through. Helping members achieve quality of life is at the core of everything we do.

For you and yours, we offer ways to get help when you need it, to find resources for your family and to help keep you physically, emotionally and financially healthy.

For communities, we offer opportunities to make an impact, to belong to a social group and to spend time with your family.

As a leading fraternal financial services organization, Modern Woodmen is a strong example of what a fraternal can accomplish.

*Securities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America. Member: FINRA, SIPC, FINRA.org  and SIPC.org 

 

 

 

Member Since: 2012
PNC Bank
Mark Parrott
531 S Main St, Ste 100
Greenville, SC 29601
Phone: 864-282-1667
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110% Chamber Member 2015
Member Since: 2012

See Also Banking, Investment Advice, Consumer Lending
Raymond James & Associates, Inc.
Brian Albers
101 Falls Park Dr, Ste 600
Greenville, SC 29601
Phone: 864-370-2050
Fax: 864-255-3390
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At the Greenville Complex of Raymond James, you'll discover a high level of service and a wealth of expertise, from specialists in retirement planning to investment analysis. When you add our philosophy of putting clients first and the powerful resources of Raymond James, you get a result with no equal.
Member Since: 1992

See Also Investment Advice
Regions Bank
Michael Wilkins
290 S Pleasantburg Dr
Greenville, SC 29607
Phone: 864-420-6483
Fax: 864-370-1779
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110% Chamber Member 2015
Member Since: 1984

See Also Banking, Investment Advice, Consumer Lending, Insurance Agencies and Brokerages
Regions Bank
Beth Waters
101 E Washington St
Greenville, SC 29601
Phone: 864-770-6740
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Member Since: 2015

See Also Banking, Insurance Agencies and Brokerages, Investment Advice, Consumer Lending
Regions Bank
Roslyn Gilstrap
652 Haywood Rd
Greenville, SC 29607
Phone: 864-297-0355
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Member Since: 2015

See Also Banking, Consumer Lending, Insurance Agencies and Brokerages, Investment Advice
Regions Bank
Heather Volz
2565 Woodruff Rd
Simpsonville, SC 29681
Phone: 864-289-2201
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Member Since: 2015

See Also Banking, Consumer Lending, Insurance Agencies and Brokerages, Investment Advice
Serrus Capital Partners, LLC
Leighton Cubbage
PO Box 80877
Simpsonville, SC 29680
Phone: 864-907-6551
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110% Chamber Member 2014
Member Since: 2009

See Also Investment Banking and Securities Dealing

South State Bank
Lisa Ellis
1006 E Butler Rd
Greenville, SC 29607
Phone: 864-267-6333
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Member Since: 2009

See Also Investment Advice, Banking, Consumer Lending

South State Bank
Gretchen Bumgarner
200 E Broad St
Greenville, SC 29601
Phone: 864-250-4455
Fax: 864-250-5731
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Member Since: 2002

See Also Investment Advice, Banking, Consumer Lending
South State Bank
Tammy Morton
45 East Antrim Dr
Greenville, SC 29607
Phone: 864-527-5186
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Member Since: 2019

See Also Consumer Lending, Financial Investment Activities, Banking

South State Bank
Kyle Driggs
3622 Pelham Rd
Greenville, SC 29615
Phone: 864-254-9460
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Member Since: 2009

See Also Investment Advice, Banking, Consumer Lending
SunTrust - McBee Avenue
TJ Angone
300 E McBee Ave
Greenville, SC 29601
Phone: 864-255-7140
Fax: 864-241-0233
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Member Since: 1955

See Also Banking, Investment Advice, Consumer Lending

United Community Bank
Michelle Seaver
306 E North St
Greenville, SC 29601
Phone: 864-250-7668
Fax: 864-240-4498
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Member Since: 1980

See Also Banking, Investment Advice, Consumer Lending
Wells Fargo
Mark Westmoreland
15 S Main St, D-3310-036
Greenville, SC 29601
Phone: 864-255-8370
Fax: 864-255-8357
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Brian A. Rogers, Wells Fargo

Rogers Brian Photo
Brian Rogers is a Senior Vice President of Wells Fargo Bank and currently the Upstate Business Banking Manager and Greenville Market President. Brian leads the bank’s broad sales, service and growth strategies for business banking in the upstate. He is also responsible for community involvement activities here in Greenville. He has held this position since 2007.

Brian joined First Union in 1995 as a Corporate Treasury Sales Officer in Atlanta. He later served as a Senior Community Banker in Greenville before being named Market President in Spartanburg.
He is a native of Greenville, graduating from Eastside High School in 1984 and later graduating in 1988 from Clemson University with a Bachelor’s Degree in accounting.

Brian is currently serving as the Immediate Past Chair of the YMCA Metro Board. He also serves on the boards of The Peace Center, Artisphere and The Charity Ball (Rose Ball). He is married to Noel and they have two girls, Peyton, age 15 and Page, age 12.

Brian is a dedicated leader of Wells Fargo who is passionate about serving his clients and this community.

Member Since: 1955

See Also Banking, Investment Advice, Consumer Lending, Insurance Agencies and Brokerages