“Strive not to be a success, but rather to be of value.” –Albert Einstein, theoretical physicist
As the Director of Wealth Management, Brian’s role is all about relationships to ensure that every option is in place to help clients achieve their goals. He works closely with the team of private client advisors to consistently define and demonstrate personalized client service. He finds it gratifying to work with a group of people who share the same vision to provide a level of service and communication that builds relationships across generations.
Originally from Travelers Rest, SC, Brian received his B.A. and M.B.A from Samford University and earned the CERTIFIED FINANCIAL PLANNER™ designation in 2007. Brian is a member of the South Carolina Financial Planning Association as well as the Greenville Estate Planning Council. Brian also stays busy with Meals on Wheels deliveries, the Jefferson Awards Foundation, and the Rotary Club of Greenville City Center.