Frank Beverly, CTFA
Senior Vice President & Chief Investment Officer
Phillip Davis, Jr.
Senior Vice President
Charity Knifer
Senior Vice President & Chief Operations Officer
Katherine Bannister
Retirement Plan Specialist
Caroline Wight Donaldson, Esq.
Trust Officer
Chase Harvard
Trust Officer
Caroline Holland
Retirement Plan Specialist
Nelray Lilly
Trust Officer
Krista Peace, CFP®
Vice President & Financial Advisor
Rob Rosenbury
Investment Consultant
Lindsey Finch
Client Support Administrator
Susan Harvard
Account Manager
Whitney Marshall
Administrative Assistant
Robin Monzon
Account Manager
Madeline Rollins
Administrative Assistant
Nicole Byram
Operations Administrator
Amanda Glidden, CFIRS®
Compliance Officer
Conn Jannerbo
Research Analyst
Anne Pridgen
Vice President & Operations Specialist
Richard Rountree
Trading Coordinator
Donna Whiddon
Operations Specialist
Chase Harvard
Trust Officer
Ann Lively
Trust Administrator
Caroline Wight Donaldson, Esq.
Trust Officer
William Ferguson
Financial Advisor
Randy Pople
Financial Advisor
Barbara Pople
Financial Advisor
Lindsey Finch
Client Support Administrator
Scott Cheney
Market President, South Carolina
George Lilly, CTFA
Trust Officer
Barrie Collins
Trust Administrative Officer
Miller King
Trust Assistant
Lisa Wolski
Vice President & Trust Officer
Michael Graf, CFA, CPA
Vice President & Investment Advisor
Robert S. Link, Jr.
Vice President & Senior Trust Officer
Dawn Wesson
Senior Vice President & Trust Officer
Linda Vaughan
Trust Administrative Officer
Cindy Kelly
Market President, Spartanburg
John Brewer
Trust Administrative Officer
Lori Cornell
Trust Officer
George Lilly, CTFA
Trust Officer
Margaret Smith
Trust Officer
Mac Brandon
Trust Assistant
Mimi Evans
Office Administrator
Phil Davis, Sr.
Vice President & Investment Officer
Jonathan Haney
Financial Advisor
Nelray Lilly
Trust Officer
Rob Rosenbury
Investment Consultant
Nelray Lilly
Trust Officer