Hi, I'm Tom and this is what drives me!
Whenever I think of my role as a financial advisor, I think about what I would want if I were seeking an advisor myself. More importantly, what kind of advisor would I want for my wife should she someday find herself alone or widowed? No advisor is perfect, but in my mind, a good advisor possesses the following characteristics:
Collaborative
Has a "team" mentality. Offers his/her best ideas but is open to my concerns and input. Works the process together, not independently.
Empathetic
Shows genuine interest and concern for me and my family. Always has my best interest at heart.
Service Minded
Anticipates what needs to be done, completes necessary tasks in a timely manner, and keeps me updated on the process.
Strategic
Has a systematic approach to investing, portfolio strategies and security selection. Doesn't chase the latest fads. Keeps emotions out of the decision making process.
Competent with Remote Access
Gives me the option of conducting business from my home or outside states. Gives me the option to review and sign documents remotely and securely.
Available
A live person answers my calls and addresses my concerns in a timely manner. I don't immediately get directed to voicemail or a webpage.
Transparent
Readily discloses costs and is always willing to answer all of my questions regarding the details of my investments.
I ask a lot of my financial advisor and I try to deliver this same level of service to my customers as well. If you feel this type of business relationship would be of value to you, then give me a call at (864) 246-1916 and let's begin working together to address and pursue your financial goals.
Focus areas
- Retirement Savings Strategies
- Charitable Giving
- Estate & Legacy Strategies
- Wealth Strategies
- Intergenerational Planning
- Retirement Income Strategies
Focus Areas
- Retirement Savings Strategies
- Charitable Giving
- Estate & Legacy Strategies
- Wealth Strategies
- Intergenerational Planning
- Retirement Income Strategies
My Personal Interests
- Hunting
- Backpacking
- Traveling
- Camping
- Hiking
Personal Interests
- Hunting
- Backpacking
- Traveling
- Camping
- Hiking
Office Information
Office Address
5000 Old Buncombe RoadSuite 48 University Square
Greenville, SC 29617 opens in a new window
Phone Number
Tom Rose at (864) 246-1916Branch Team
- Elizabeth Harbin
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:30AM - 12:00PM |
Friday | 08:30AM - 12:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:30AM - 12:00PM |
Friday | 08:30AM - 12:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Connect on Social
Branch Team
- Elizabeth Harbin
- Sr. Branch Office Administrator
Branch Team
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