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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.

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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

Private Client Specialist

Brian L. Disher, CFP®

Director of Wealth Management

Quintin A. Pile, CFP®

Private Client Advisor


William M Coxe, Jr., CRPC

Private Client Advisor

Kalisse Evert

Marketing Manager

K. Diane Smith

Private Client Administrator