Thomasville Executive
Beverly, CTFA, Frank
Frank Beverly, CTFA
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Senior Vice President & Chief Investment Officer
Knifer, Charity
Charity Knifer
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Senior Vice President & Chief Operations Officer
Thomasville Advisor
Bannister, Katherine
Katherine Bannister
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Retirement Plan Specialist
Peace, Krista, CFP®
Krista Peace, CFP®
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Vice President & Financial Advisor
Thomasville Client Support
Thomasville Operations
Glidden, CFIRS® , Amanda
Amanda Glidden, CFIRS®
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Compliance Officer
Pridgen, Anne
Anne Pridgen
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Vice President & Operations Specialist
Albany Executive
Albany Advisor
Albany Client Support
Albany Operations
Tallahassee Executive
Tallahassee Advisor
Tallahassee Client Support
Tallahassee Operations
Greenville Executive
Greenville Advisor
Greenville Client Support
Greenville Operations
Clinton Executive
Clinton Advisor
Graf, CFA, CPA, Michael
Michael Graf, CFA, CPA
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Vice President & Investment Advisor
Link, Robert S., Jr.
Robert S. Link, Jr.
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Vice President & Senior Trust Officer
Clinton Client Support
Clinton Operations
Spartanburg Executive
Spartanburg Advisor
Spartanburg Client Support
Spartanburg Operations
St Simons Executive
St Simons Advisor
Davis, Phil, Sr.
Phil Davis, Sr.
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Vice President & Investment Officer
St Simons Client Support
St Simons Operations
Gurnee Executive
Gurnee Advisor
Gurnee Client Support
Gurnee Operations
Wooster Executive
Wooster Advisor
Wooster Client Support
Wooster Operations