Brandon Williams Joins Greenwood Capital Team
Greenville Office Hires New Associate Advisor
GREENWOOD S.C. – Greenwood Capital is pleased to announce the addition of Brandon M. Williams to the client service team as an Associate Advisor in the Greenwood office. In this role, he is dedicated to supporting both clients and advisors in their day-to-day account servicing needs, while also focusing on Greenwood Capital’s overarching goal of guiding clients through their financial life planning.
“Brandon is a welcome addition to the Greenwood Capital family,” said John Cooper, Senior Private Client Advisor. “He has a unique skill set that will serve him well as a financial advisor. He has been a quick study on our processes and has already been engaging with our clients and jumping in to help where he can.”
Williams joins the firm with a year of experience in the financial field at a previous firm after earning his bachelor’s degree from Presbyterian College and his MBA from USC – Aiken. In his role as Associate Advisor, he provides support to senior advisors and nurtures client relationships as part of the team’s holistic approach to wealth management. Williams chose to join the team because he “wanted to work with like-minded people [he] could learn and grow from.” He said, “Everyone is incredibly knowledgeable, always willing to help, and goes the extra mile with any questions I have or in helping clients. I feel like we leave no stone unturned in what we’re able to offer our clients.”
Williams’ addition to the team is a testament to Greenwood Capital’s continued growth as the firm builds on four decades of service to the Greenwood community. According to Walter B. Todd, President and CIO, “Our firm has grown from three employees to over twenty in the past forty years. Each addition has been strategic to make sure our clients receive compassionate and personalized service. Brandon’s addition to the team will help us continue to provide in-depth financial planning with a global perspective to our community.”
Williams was born and raised in Tinley Park, Illinois. In 2019, he moved to South Carolina, where he played Division I baseball and spent two seasons as team captain while earning his degree. He is registered as an investment adviser representative and is currently working towards the CERTIFIED FINANCIAL PLANNER™ designation. In his free time, Williams enjoys spending time with his wife and two rescue dogs, Loki and Luna.
About Greenwood Capital: Founded in 1983 in Greenwood, South Carolina, Greenwood Capital specializes in institutional asset management and wealth management. With specialized teams for Wealth and Investment services, Greenwood Capital offers a variety of services for the individual as well as institutional clientele. Using a top-down approach and direct experience in managing proprietary investment strategies, Greenwood Capital has been recognized as one of the largest independent investment firms in the Southeast, managing more than $1.6 billion in assets nationwide.
Greenwood Capital is an SEC registered investment advisory firm. This material has been prepared for information purposes only, and is not intended to provide, and should not be relied on solely for tax, legal or accounting advice.
