Financial markets challenge us all. Tax laws change, the economy goes through cycles, and global events affect our investment outlook. Given these complexities, I find it most important to first understand what you value. Working closely with you and your tax and legal professionals, I then personalize strategies and solutions to help you succeed.
After graduating from The Citadel, I served as an officer in U.S. Army Intelligence. Upon completion of active duty, I worked in the technology field with a focus on application software, working closely with key executives in multiple markets that included manufacturing, distribution and the federal government, as well as many of the nation's larger nonprofit organizations to improve operational efficiencies through adaptive technology.
Clients draw upon my expertise as a leader, as a consultant and as an advisor to help their families with wealth strategies to support themselves and those they care most deeply about. I hold the General Securities Representatives (Series 7), Uniform Securities Agent State Law Examination (Series 63), Uniform Investment Adviser State Law Examination (Series 65) and life and health insurance licenses in multiple states.
My team includes a deep bench of professional associates as well as the branch office administrator, Marjorie Meek.
We are committed to providing you with personalized, excellent service. Please feel welcome to contact us anytime.
- Military Professionals & Veterans
- Retirement Savings Strategies
- Wealth Strategies
- Divorce Finances
- New Investors
- Portfolio Reviews
My Personal Interests
- Personal Fitness
Phone NumberDonald S Corry at (843) 651-9036
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