Advisor Directory
Stephen Hall
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
864-255-4802Jared Smith
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
704-264-2758Greg Jorgensen, CEPA®, CPFA®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
704-264-2781Russell Mansfield, CFP®, RICP®
Senior Vice President - Branch Director
Senior Consulting Group
704-264-2753John Stephens, AWM, CFA
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
864-255-4803