Our branch team enjoys being a part of our community and our clients' lives. I joined the office in 2006 after a rewarding career managing history museums. I led and grew two historical associations in SC and also led numerous historical organizations both on a state and national level. I edited two books and am working on a third. I regularly speak and write on historical topics to this day. Growing up in a family farm business in Gramling, SC, I've been no stranger to working hard. I am passionate about helping people. For years, I helped people learn about local history and the importance of preservation. Now, I help my clients with important financial and investment decisions. I enjoy working with multiple generations of families. I stay in contact with my clients so I know what is most important to them and so that I can be ready to advise when life throws a curveball. There is never a dull day thinking through each client's situation so I can give appropriate advice.
Emily Rawlinson started as a branch office administrator in 1999. She is from St Paul, MN and has lived in CA, Italy, France and Spartanburg. She is a huge Atlanta Braves fan and loves all things related to Wofford College, her alma mater. She and her husband have two sons, Nicholas and Zachary. She said, "Getting to really know people and being invited to know their families is such a gift."
Together, our branch team works to help our clients and their families build wealth, live comfortably on their wealth in retirement and ensure it passes according to their wishes.
- Intergenerational Planning
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Charitable Giving
- College Savings
My Personal Interests
- History and Museums
- Vintage Cars
Office Address707 East Main Street
Duncan, SC 29334 opens in a new window
Phone NumberSusan Illner at (864) 439-1961
|Mon||09:00AM - 04:00PM|
|Tue||09:00AM - 04:00PM|
|Wed||09:00AM - 04:00PM|
|Thu||09:00AM - 04:00PM|
|Fri||09:00AM - 04:00PM|
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