Broker Check
 

Our Team

 

Bryan is dedicated to understanding his client’s financial concerns. With the heart of a teacher, he provides customized, independent and objective financial advice to help his clients work toward financial independence.

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Edward "Ed" Carlton

Investment Representative

(843) 376-3544

(843) 376-5540

Ed has over 22 year’s experience in the financial industry. Having seen many up and down markets over the years, he is able to give a comprehensive perspective on the capital markets and how to best position clients toward their...

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Patrick has over 30 years of experience in the Financial Services industry. He specializes in Retirement Income planning for his clients. At the age of 21, Patrick was the youngest broker at Allied Capital Group on Wall St. He learned...

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Chrissy Silva, CLTC

Operations Manager | Insurance Specialist

843-376-3544

843-376-5540

Chrissy is originally from North Carolina and has lived in the Charleston area for over 25 years. She serves as our Operations Manager and has 23 years of experience helping clients. Chrissy has an Associate’s Degree in Accounting...

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