CONNECT

Address:

421 Wando Park Blvd, Suite 140
Mount Pleasant, SC 29464

Phone:

843.881.4904

Fax/Other:

843.881.4961

Associates

 
  • James P. Smith, CLU, ChFC

    President

  • Tim Angelos

    Investment Advisor Representative

  • Bob Bates, LUTCF

    Financial Services Professional

  • Allen Beckett

    Insurance Representative

  • Mike Bright

    Director of Health Operations

  • Luca Carrillo

    Insurance Representative

  • Tom Dingman

    Registered Representative

  • Amy Dunn

    Registered Representative

  • Mike Flanagan

    Insurance Representative

  • Joseph Gilleland, CLU

    Investment Adviser Representative

  • Winsome Gooden

    Insurance Representative

  • Mike Goodrich

    Insurance Representative

  • Annette Haire

    Insurance Representative, ACAG

  • Art Hartung

    Insurance Representative

  • David Kestel, CLU

    Insurance Representative

  • Matthew King

    Insurance Representative

  • Glenn Klein

    Insurance Representative

  • Jim Meadows

    Insurance Representative

  • Jody Patterson

    Insurance Representative

  • Richard Pototsky

    Insurance Representative

  • Sam Raney

    Registered Representative

  • Karen Stawicki

    Registered Representative

  • Samantha Stawicki Irish

    Insurance Representative

  • Wendy Weant

    Investment Adviser Representative

  • Jeremy Withers

    Registered Representative

  • Danilo Abuan

    Insurance Representative

  • Zeny Aquitania

    Insurance Representative

  • George Mabulay

    Insurance Representative

  • Charles Sanchez

    Insurance Representative

  • Boni Wagan

    General Agent, LUTCF, Certified Estate Advisor

  • Len Graddy, CLU

    Insurance Representative

  • Talbert Edenfield, CFP, CLU, MEd

    Insurance Representative

  • Bob Lingle

    Insurance Representative

  • Wynne Scott

    Insurance Representative

  • Marlyn Scott

    Insurance Representative

  • Steve Clifford

    Insurance Representative

  • Ricky Mai

    President, Mai Financial Partners

  • Ron Kleiman

    Insurance Representative

  • Kevin Link

    Insurance Representative

  • Roger Tabler

    Insurance Representative

  • Paul Karnes

    President, Rim Financial, Registered Representative

  • Lavonna Cook

    Insurance Representative

  • Randy Steele

    Insurance Representative

  • Chad Steele

    Insurance Representative

  • Bob Torraco

    Registered Representative

  • John Panagiotou

    Financial Advisor and Registered Representative

  • Todd Kenney

    Insurance Representative

  • Chip Seignious

    Insurance Representative