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Your financial planning can be a daunting task alone.
At Greenwood Capital your goals and needs are important to us, whether you are facing retirement, wondering how to transfer wealth to the next generation, or any other financial planning concerns, we are here to help you find and remain on the right path to reach those goals.
Fill out the form to the right to request a consultation and we will be in touch soon to schedule a time that is convenient for you.
Whether you are just starting your journey or wanting a second opinion, our advisors are here to help you every step of the way.
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Request a Consultation
Fill out this form to request a consultation with a Greenwood Capital Advisor. An advisor will contact you soon to set up a time for your consultation.
Wealth Management Team
Melissa D. Bane
CPA, CFP®, PFS®, ChFC
Senior Client Private Advisor
John W. Cooper
CFP®
Senior Private Client Advisor
Denise H. Lollis
CPFA®
Chief Operating Officer
Chief Compliance Officer
Callie Bradshaw
Associate Advisor
Germein De Sario
Private Client Administrator
K. Diane Smith
Private Client Administrator
William M. Coxe, Jr.
CRPC™
Private Client Advisor
Brian L. Disher
CFP®
Director of Wealth Management
Get timely and thoughtful insights on how to reach your financial planning and investment management goals.
Greenwood Capital is a premier wealth and asset management firm in South Carolina. We serve families, financial advisors, and institutional investors by providing a comprehensive and consultative approach to financial planning and investment management. We differentiate ourselves by offering direct access to our investment managers and making in-house portfolio decisions rather than relying on third-party investment managers. Our experienced team takes a global perspective in managing your financial concerns and a personal approach to customizing your investment plan by getting to know you. Established in 1983, Greenwood Capital manages approximately $1.7 billion in assets.
Greenville Office
201 W. McBee Avenue
Suite 300
Greenville, SC 29601
864.335.2425
Greenwood Office
425 Main Street
Suite 100
Greenwood, SC 29646
864.941.4049
Greenwood Capital Associates, LLC is an SEC-registered investment advisory firm. Before 2001, Greenwood Capital Associates and the term “Firm” refers to Greenwood Capital Associates, Inc. (GCAI), established in 1983. On or about June 29, 2001, Greenwood Capital Associates, LLC acquired substantially all the assets of GCAI, a sub-chapter S corporation. Greenwood Capital Associates, LLC registration dates back to 2001.
