Greenwood Capital is pleased to announce that Melissa D. Bane, Senior Private Client Advisor, joined the ranks of Greenwood Capital employee ownership on October 1, 2020.
In her role as Senior Private Client Advisor, Ms. Bane draws upon more than 30 years of credentialed experience in the financial industry to come alongside her clients, developing a complete view of their financial picture, including life, investment, tax, insurance and estate planning goals. This enables clients to focus on the life planning aspect of financial planning towards their personal fulfillment.
Ms. Bane is a graduate of Lander University, and is a Certified Public Accountant, Certified Financial Planner®, Personal Financial Specialist®, and Chartered Financial Consultant. She is also a SC licensed life, accident and health insurance professional.
Ms. Bane is currently a member of the SC Financial Planning Association, serves on the Grants Committee for Greenville Women Giving, and is a member of the Board and Past President for the Arts Council of Greenwood County. She is also a member of the American Institute of Certified Public Accountants and SC Association of CPAs. Ms. Bane routinely conducts Financial Literacy Seminars in the community for local churches, civic organizations and employers.
With the addition of Ms. Bane, there are six Employee Owners of the firm, including Walter B. Todd, President/CIO; John R. Decker, Director of Equity; Brian L. Disher, Director of Wealth Management; John D. Wiseman, Director of Fixed Income; and Denise H. Lollis, Chief Operating/Chief Compliance Officer. TCB Corporation, the holding company for Countybank, is the firm’s corporate partner.
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 is one of the largest independent investment firms in the Southeast (source SEC ADV 1A), managing more than $1.4 billion in assets nationwide.