Investing In What Matters 

We believe in the Greenville community. And making it an increasingly better and more dynamic place to live and work. To that end, we are proudly and actively engaged in a variety of leadership positions within community organizations. The list below is a sampling of ways we continually seek to improve the lives and culture of our area. We see this as a natural, and important, extension of our roles as financial advisors.

  • Greenville Symphony Association
  • Greenville County Museum of Art
  • Cleveland Street YMCA
  • Project Host Soup Kitchen
  • Christ Church Episcopal School
  • Clement's Kindness Fund for the Children
  • Community Foundation of Greenville County
  • Boy Scouts
  • Habitat for Humanity of Greenville County
  • March of Dimes Upstate S.C. Division
  • Junior Achievement of Greenville
  • Neighborhoods in Action
  • Rotary Club of Greenville East
  • Artisphere
  • Greenville Chamber of Commerce
  • United States Tennis Association
  • United Way
  • Office of Substance Abuse and Prevention