Broker Check
 

Our Team

 

Bryan is a Fee-Only Wealth Advisor who is dedicated to understanding his client’s financial concerns. Click on "Read more"

*Bryan has no broker dealer relationship with LPL Financial and receives no commission from any source.*

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Edward "Ed" Carlton

Investment Representative

843-376-3544

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

Director of Client Service | Insurance Specialist

843-376-3544

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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