We specialize
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Over the years, we’ve met a lot of great people, and for those who love helping their clients as much as we do, we’re proud to call them associates and partners.
Meet our partners and associates
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James P. Smith is the President of Atlantic Coast Advisory Group (ACAG). Jim founded ACAG in 2004 after 23 years in the financial services business. ACAG’s home office is located in Mt. Pleasant, SC. He holds his Series 26, 6, and 63 registrations and is an Investment Advisor Representative. Effective 2018 his broker-dealer is Client One Securities, LLC.
Jim is an active participant and contributor to the Charleston Community. He sits on the Children’s Hospital Fund Advisory Board at the Medical University of South Carolina since 2008, is a board member emeritus of YES! Carolina, and a former member of the Executive Leadership Team of the American Heart Association’s Heart Walk. He was a founding board member of SouthCoast Community Bank from 1998 until it sold in 2016 and is now the Vice Chairman of Beacon Community Bank since its inception in 2017. He also supports his alma mater, Cedarville University, where he played baseball. Jim is positioned to offer Financial Planning, Wealth Management, Long Term Strategy, Estate Planning Strategies, Wealth Transfer, Annuities and Retirement. Jim and his wife Marilyn reside in Mount Pleasant, South Carolina. They have two grown children, Josh and Ashley. |
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Bob Bates
LUTCF, Insurance Representative P 509-229-3813 • 800-598-0044 F 509-229-3980 • C 509-597-7784 [email protected] bobbatesinsurance.com |
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Mike Bright
Director of Health Operations P 843-881-4904 • C 843-224-1005 F 843-881-4961 [email protected] 
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Len Graddy
CLU, Insurance Representative Graddy & Associates Financial P 912-876-2130 • F 912-876-2322 [email protected] 
Ricky Mai*
President Mai Financial Partners P 410-848-6441 • C 410-808-1556 [email protected] maifinancialpartners.com 
Boni Wagan
General Agent, LUTCF Certified Estate Advisor P 630-963-4800 • C 630-918-6690 F 630-963-0885 [email protected] bmwaganassociates.com |
Let us know if you’d like to join us in our mission!
Call us today at 843.881.4904.
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421 Wando Park Blvd., Suite 140 • Mt. Pleasant, SC 29464
Phone: 843.881.4904 • Fax: 843.881.4961 • [email protected]oup.com
Phone: 843.881.4904 • Fax: 843.881.4961 • [email protected]oup.com
Securities and Advisory Services offered through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor. Atlantic Coast Advisory Group and CreativeOne Securities, LLC are not affiliated.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection or lifetime income refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.
© 2022 CreativeOne
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection or lifetime income refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.
© 2022 CreativeOne