

Focus Areas
- Retirement Income Strategies
- Intergenerational Planning
- College Savings
- Estate & Legacy Strategies
- Sustainable Investing
Focus Areas
- Retirement Income Strategies
- Intergenerational Planning
- College Savings
- Estate & Legacy Strategies
- Sustainable Investing
Financial Advisor Certifications
AAMS®
Accredited Asset Management Specialist™
Team Members
Caterina Zabala OteroAssociate Financial Advisor
Cathy YoungSr. Branch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 04:30PM |
| Tue | 09:00AM - 04:30PM |
| Wed | 09:00AM - 04:30PM |
| Thu | 09:00AM - 04:30PM |
| Fri | 09:00AM - 04:00PM |
| Sat | Closed |
| Sun | Closed |
Phone
(803) 957-8220Fax
(888) 387-8486Office Address
1356 N Lake DrLexington, SC 29072opens in a new window
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