Wealth advisors committed to your goals.
Wealth Management Philosophy
Wealth Management Philosophy
What is the definition of wealth? Every person, every family, every business holds a different definition.
To define wealth investment objectives, we must truly understand your goals. As our client, you have the benefit of a Private Client Advisor developing and monitoring your tailored investment portfolio. We are proactive and have a holistic wealth approach. This investment portfolio is all about you — your specific financial and investment needs and your wealth goals. Your goals are key in maximizing the resources and strategies of our investment team.
Individuals & Families
Proactive & Holistic Wealth Management

We strive to create a realistic, customized financial wealth investment plan for you and your family while continuing to monitor and adjust your plan as your circumstances evolve. As an independent registered investment advisor, we are not tied to any investment product or bank, so our dedicated wealth advisors can create a wealth investment plan that is right for you based on your personal, professional, and family needs.


Greenwood Capital has the expertise of Wall Street, but with the added benefit of our investment team being right here in South Carolina. We’re proudly rooted in Upstate SC, giving you direct access to the expertise you need. Plus, with a Private Client Advisor, you’ll get the personal attention you deserve from a professional who is dedicated to your goals.

Discipline & Continuity

With our dedicated team of wealth advisors, you have the benefit of a disciplined portfolio review tailored to your needs and a wealth investment process for strategy and allocation development, evaluation, and implementation. We begin the process simply by getting to know you and your wealth goals. Whether you desire to build wealth, preserve wealth, or to systematically distribute your wealth, your dedicated wealth advisors will then work with you to develop an optimal wealth management strategy. After implementing your investment strategy, we monitor results and adjust accordingly. This applied discipline ensures a holistic wealth approach to your financial picture, consistent monitoring, and communication with you. With our team approach, you may also take comfort in knowing there is continuity in managing your overall relationship.

Foundations & Endowments

Greenwood Capital brings a legacy of advising and managing investments for foundations and endowments. When working with your institution, we view ourselves not only as a financial partner and fiduciary, but also as stewards of the funds with which we are entrusted. Along with a legacy of investment management, Greenwood Capital has a proud tradition of vested interest in our clients’ success.


Foundations and Endowments benefit from our consultative approach to developing and implementing an investment policy statement. With an investment mandate in place, our foundations and endowments managers are able to implement, monitor, and adjust based on market conditions and according to your governing statement. As partners, we will work together to maintain investment strategies tailored to achieve your goals and objectives.


With Wall Street knowledge and South Carolina roots, partnering with Greenwood Capital offers you the unique benefits of local service and convenience with direct access to professionals alongside extraordinary expertise. With a Private Client Advisor dedicated to your relationship, you enjoy personal attention from an experienced professional managing and reviewing your investment portfolio. Our team approach lets you take comfort in knowing there is continuity in managing your overall relationship. Market conditions are always changing. That’s why it’s invaluable to have a dedicated advisor managing your investments and providing market expertise where you need it most – closer to your home and office.

Trusts & Trustees

Our independence enables us to work with a variety of custodians, brokers, and other financial experts and professionals, as selected by the Trustee. This results in unbiased transparency ensuring no doubts in the management of the Trust. With other wealth management firms, you may find predilection towards established business providers but at Greenwood Capital we do not dictate which financial partners you work with. You have the flexibility to choose all of your professionals, including us.


Whether you are managing a newly established Trust or a seasoned Trust arrangement, you will benefit in working with an investment professional who has the expertise to guide you in either developing an Investment Policy Statement or reviewing your existing one. With an investment mandate in place, our team of investment professionals are able to monitor, report, and adjust adherence to your governing statement. As partners, we will work together to maintain investment strategies tailored to the goals of the Trust.


As an independent registered investment adviser, we are able to offer just that – independence – to our Trust clients. Greenwood Capital enables each Trustee to bring together the financial experts and Trust professionals they deem in the best interest of the Trust to provide a holistic solution via separate but interrelated professionals. Each professional — the custodian and the Greenwood Capital Private Advisor — is able to function with a single fiduciary responsibility – always do what is in the best interest of the client.

Personal Approach
Our Wall Street and global market expertise is only as impressive as it applies to you and assists you with your financial goals. If we don’t sound like typical wealth management advisors, it’s because we aren’t. We’re with you one to one, day to day. In these times, when it seems difficult to have confidence and trust in financial sources, at Greenwood Capital we provide knowledge and experience, strengthened by the cohesiveness and the longevity of an established local team rooted in Upstate SC.

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

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

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