Investment Advice

Investment Advice
 
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 Portfolio Management
Ashford Financial Group
John P. Ashford, CLTC, AIF
1 Cayanne Ct
Greer, SC 29651
Phone: 864-407-2921
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Member Since: 2010

See Also Human Resources Consulting Services, Payroll Services
Bank of America
Stacy B. Brandon
101 N. Main St., Ste. 700
Greenville, SC 29601
Phone: 864-271-5995
Fax: 864-271-5991
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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, Consumer Lending, Portfolio Management
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, Consumer Lending, Portfolio Management
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, Portfolio Management
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, Portfolio Management
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, Portfolio Management
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, Banking, Portfolio Management, Insurance Agencies and Brokerages
BB&T Scott & Stringfellow, Inc.
Paul Bopp
2 W Washington St, 8th Floor
Greenville, SC 29601
Phone: 864-233-3655
800-476-3662
Fax: 864-233-7956
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110% Chamber Member 2015
Member Since: 2003
Cambridge Financial & Insurance Group
Darlye Hert
88 Villa Rd
Greenville, SC 29615
Phone: 864-272-0923
Fax: 864-272-0926
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Member Since: 2011

See Also Insurance Agencies and Brokerages
The Capital Corporation
Reschin Moore
84 Villa Rd
Greenville, SC 29615
Phone: 864-672-8400
Fax: 864-542-1661
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Member Since: 2014

See Also Investment Banking and Securities Dealing
Capital Deployment, LLC
Charlie Mickel
28 E Court St
Greenville, SC 29601
Phone: Unlisted
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Member Since: 2014
Carolina Foothills Federal Credit Union
Donna Edens
1609 E North St
Greenville, SC 29607
Phone: 864-282-1984
Fax: 864-282-3007
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110% Chamber Member 2014
110% Chamber Member 2015
Since our humble beginnings in 1960 Carolina Foothills FCU has grown to our present size of over 80 partner companies located throughout the Upstate and three service communities. If ever there was a time to join a credit union, now is that time.

With today’s economic uncertainty, Carolina Foothills is safe, solid, smart. Unlike most other financial institutions, we return our earnings to our members in the form of lower interest rates on loans, higher rates on savings and free or low fee services. We exist to serve our members, who are also our owners so you receive friendly quality service.

We also provide free telephone and internet banking and online bill pay, which allow our members to transact business no matter where they’re located.

For more information or to find a branch near you, visit us online at www.cffcu.org

Member Since: 2008

See Also Credit Unions
Colonial Trust Co.
Camp Wynn
PO Box 2817
Greenville, SC 29602-2817
Phone: 864-370-0737
Fax: 864-370-9938
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110% Chamber Member 2015
Member Since: 1997
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 Banking, Consumer Lending, Portfolio Management

CPM Federal Credit Union
Julie Pennoyer
1270 E Butler Rd
Greenville, SC 29607
Phone: 1-800-255-1513
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Member Since: 2007

See Also Credit Unions
Edward Jones - Berra L. Byrd, CFP - Financial Advisor
Donna Sears, Senior Branch Office Administrator
125 Woodruff Place Circle, Ste C
Simpsonville, SC 29681
Phone: 864-288-9325
Fax: 877-285-4410
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Member Since: 2014

See Also Financial Investment Activities
Edward Jones - Kevin Willmot, Financial Advisor
Kevin Willmot
55 Beattie Place, Ste 1020
Greenville, SC 29601
Phone: 864-232-3909
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Member Since: 2019

See Also Financial Investment Activities
Edward Jones - Stanley Worrell Financial Advisor
Stanley Worrell
1011 Grove Rd, Ste A1
Greenville, SC 29605
Phone: 864-234-7511
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Member Since: 2019
Family Legacy, Inc.
Chris Brown
900 Pendleton Street, Suite 200
Greenville, SC 29601
Phone: 864-233-0808
Fax: 864-370-1713
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Member Since: 1995

See Also Portfolio Management
Global Lending Services, LLC
Kathleen Wright
1200 Brookfield Blvd, #300
Greenville, SC 29607
Phone: 864-385-6461
Fax: 855-485-1545
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Member Since: 2012

See Also Consumer Lending
Global View Investment Advisors
Joe E. Hines, Jr.
420 E Park Ave, Ste 303
Greenville, SC 29601
Phone: 864-272-0820
864-272-0031
Fax: 864-335-9691
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110% Chamber Member 2015
Global View Investment Advisors is an Independent, Fee-Only, Wealth Management, Financial Advisory & Retirement Planning Firm, Serving Global Clients from Downtown Greenville, South Carolina.
Member Since: 2013
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 Portfolio Management
Greenville Federal Credit Union
Monica Barnett
3375 Pelham Rd
Greenville, SC 29615
Phone: 864-434-2732
Fax: 864-371-6079
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Member Since: 2019

See Also Credit Unions
Greenville Federal Credit Union
Monica Barnett
1501 Wade Hampton Blvd
Greenville, SC 29609
Phone: 864-235-6309
Fax: 864-370-9414
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110% Chamber Member 2014

Employee Benefits:
Greenville Federal Credit Union’s Company Partner Program customizes services for the specific needs of local companies and employees. Through this program, the credit union brings financial services directly to your company – making credit union membership more convenient for your employees and providing personalized service to meet the individual needs of your company. As a Greenville Federal Credit Union Company Partner, you will have a dedicated company partnership representative to assist you all along the way, from initial partnership setup, to helping your employees become credit union members, to hosting financial workshops and seminars for your staff. The best part about this program is there is no cost to your company! To join the Company Partner Program, email
businessdevelopment@greenvillefcu.com.

Credit Unions:
Greenville Federal Credit Union is a not-for-profit financial alternative to traditional banking with four branch locations in Greenville, Greer, and Mauldin. Founded in 1968 by teachers from Greenville County Schools, the credit union is now allows anyone who lives, works, worships or attends school in Greenville County to join. For more information about the many services and account options Greenville Federal Credit Union offers, please visit
www.greenvillefcu.com or call 800.336.6309.

Member Since: 1994

See Also Credit Unions, Mortgage and Nonmortgage Loan Brokers
Greenwood Capital Associates, LLC
Brian Disher
201 W McBee Ave
Greenville, SC 29601
Phone: 864-941-4049
Fax: 877-369-5390
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Member Since: 2010

Greyrock Accounting
Scott Wigginton
135 S Main St, Ste 600
Greenville, SC 29601
Phone: 864-662-7667
Fax: 864-662-7654
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Member Since: 2010

See Also Certified Public Accountants
Investi-Net
Brice Smith
910 Pinckney St
Greenville, SC 29609
Phone: 864-642-1919
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110% Chamber Member 2014
110% Chamber Member 2015
Member Since: 2012
The Legacy Group
Felicia Douglas
1200 Woodruff Rd, Bldg A-3
Greenville, SC 29607
Phone: 888-910-9889
Fax: 864-288-7937
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Member Since: 2010
Merrill Lynch Wealth Management
Daniel Greene
300 N Main St, Ste 301
Greenville, SC 29601
Phone: 864-298-0800
Fax: 864-990-1966
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Member Since: 1974
Micco, LLC
Minor M. Shaw
28 E Court St
Greenville, SC 29601
Phone: 864-271-7171
Fax: 864-235-7727
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110% Chamber Member 2014
110% Chamber Member 2015
Member Since: 1983
NFP
Patricia Reavis
80 International Dr, Ste 425
Greenville, SC 29615
Phone: 864-751-2345
Fax: 864-271-2380
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Member Since: 1983

See Also Insurance Agencies and Brokerages
OnPoint CFO & Controller Services
Brian Clark
411 University Ridge
Greenville, SC 29601
Phone: 864-232-9840
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Member Since: 2009

See Also Accounting Services (except CPA's)
Parallel Financial
Anthony R. Mahfood
511 Rhett St, Ste 2-A
Greenville, SC 29601
Phone: 864-385-7999
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Member Since: 2013

Pinnacle Bank
John Runion
1111 Augusta St
Greenville, SC 29605
Phone: 864-315-1360
877-842-4180
Fax: 864-232-6963
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Member Since: 2016

See Also Banking, Consumer Lending

Pinnacle Bank

2415 Laurens Rd
Greenville, SC 29607
Phone: 864-234-5556
877-842-4180
Fax: 864-234-0250
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Member Since: 2016

See Also Banking, Consumer Lending

Pinnacle Bank
J. T. Greene
3900 Pelham Rd
Greenville, SC 29615
Phone: 864-315-1047
877-842-4180
Fax: 864-288-1021
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Member Since: 2016

See Also Banking, Consumer Lending

Pinnacle Bank
Edward Stein
550 E McBee Ave
Greenville, SC 29601
Phone: 864-312-4114
877-842-4180
Fax: 864-250-9889
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110% Chamber Member 2015
Member Since: 2009

See Also Banking, Consumer Lending
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, Portfolio Management, Consumer Lending
Raymond James & Associates
Brenda Bradley
112 Haywood Rd
Greenville, SC 29607
Phone: 864-289-2100
Fax: 864-289-2111
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Member Since: 2011
Raymond James & Associates
Lynn Faust
310 The Parkway
Greer, SC 29650
Phone: 864-968-3800
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110% Chamber Member 2015
Member Since: 2013
Raymond James & Associates, Inc.
Melissa Eskew
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 Portfolio Management
Regional Management Corporation
John Schachtec
979 Batesville Rd, Ste B
Greer, SC 29651
Phone: 864-448-7000
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110% Chamber Member 2015
Member Since: 1996
Regions Bank
Roslyn Gilstrap
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, Portfolio Management, 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, Portfolio Management, 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, Portfolio Management
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, Portfolio Management
Resurgent Capital Services
Elizabeth Wilkie
55 Beattie Place, Ste 110
Greenville, SC 29601
Phone: 864-248-5858
Fax: 866-467-1982
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110% Chamber Member 2015

Resurgent Capital Services ("Resurgent") is a manager and servicer of domestic and international consumer debt portfolios for credit grantors and debt buyers. Through its affiliate, Resurgent Auto Finance, Resurgent also originates sub-prime auto loans.

Resurgent has offices in Greenville, SC; Cincinnati, OH; and Sioux Falls, SD.

Member Since: 1999

See Also Collection Agencies, Consumer Lending
SC Telco Federal Credit Union
Steve Harkins
420 E Park Ave, Ste 100
Greenville, SC 29601
Phone: 864-232-5588
Fax: 864-232-3072
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Member Since: 1985

See Also Credit Unions

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 Banking, Portfolio Management, Consumer Lending

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 Banking, Portfolio Management, Consumer Lending

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

See Also Banking, Portfolio Management, Consumer Lending
Southern First Bank
R. Arthur Seaver, Jr.
100 Verdae Blvd, Ste 100
Greenville, SC 29607
Phone: 864-679-9000
Fax: 864-679-9099
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Member Since: 2000

See Also Banking, Consumer Lending
State Farm Agency - James Owens
James Owens
2503 Wade Hampton Blvd
Greenville, SC 29615
Phone: 864-268-0311
Fax: 864-268-2867
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110% Chamber Member 2014
Member Since: 1999

See Also Insurance Agencies and Brokerages
Suntrade Financial LLC
Sunny K. Handa
3523 Pelham Rd, Ste A
Greenville, SC 29615-4187
Phone: 864-509-1700
Fax: 864-509-1700
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General Coupons
Member Since: 2013
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, Consumer Lending, Portfolio Management

Truliant Federal Credit Union
Neil Garrett
3621 Pelham Rd
Greenville, SC 29615
Phone: 864-627-1125
Fax: 864-627-1018
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110% Chamber Member 2015
Truliant has more than 30 locations in the Carolinas and Virginia, and we’re proud that one of those locations is in Greenville. Serving the community as the only comprehensive credit union in the area, Truliant offers a full range of financial products and services, from free checking to low rates on loans, business loans and deposits, mortgage options to financial planning services. Plus, Truliant offers the latest in online and mobile banking technology, so you can bank anywhere.
Member Since: 2014

See Also Credit Unions

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, Portfolio Management, Consumer Lending
Wagner Wealth Management
Allison Holland
3 Legacy Park Rd Ste A
Greenville, SC 29601
Phone: 864-236-4706
Fax: 864-236-4707
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110% Chamber Member 2014
110% Chamber Member 2015
Member Since: 2012
WealthShield Partners LLC
Bill Brewer
175 Regency Woods Place, Ste 210
Cary, NC 27518
Phone: 919-948-4452
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Member Since: 2018
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, Portfolio Management, Consumer Lending, Insurance Agencies and Brokerages
Wells Fargo Advisors
Laura Blanton
35 W Court St
Greenville, SC 29601
Phone: 864-232-5621
Fax: 864-370-2936
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Member Since: 1977