Our financial advising practice focuses on serving serious, long-term individual investors, their families and business owners. We want to understand what is important to you and apply our individualized, forward-thinking process to develop your financial strategy. Then, we partner through your lifetime to help make sure the strategy stays on track and shifts with the changes in your professional and personal life. We will work closely with your CPA and estate attorney to coordinate your entire financial picture. Ultimately, it is our mission to help you achieve the financial confidence you are seeking in your life today and in the future.
In 2016, I earned the professional designation of Certified Financial Planner™ (CFP®). - The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
Arriving at the Citadel in 1990 from Sarasota FL, I have lived in the Low Country for more than 30 years. Pluff Mudd has soaked into my blood! As a 23-year Rotarian with the Motto of “Service Above Self”, you’ll find our branch always working to improve the community through participation in several community programs and charities.
The engine to our branch is Dawn Putzel, Sr. Branch Administrator; she is dedicated to building a strong friendship with everyone we help through the highest level of service possible. We want you to feel like our branch is your local resource for all level of financial matters and local knowledge. We look forward to being at your service.
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
My Personal Interests
- Community Outreach
Phone NumberBill Everett at (843) 871-8879
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