Clark Samisch
Senior Client Specialist
843-579-5050
I grew up in Charleston, Tampa, and Hawaii, experiences that gave me a broad perspective and a strong appreciation for building connections with people from all walks of life. For the past 10 years, I’ve built my career in the...
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Jody McAuley
Director
843-579-5050
Jody believes that client trust and loyalty are earned every day by hard work, dedication and a laser focus on providing trusted advice and exceptional service. Jody has been helping individuals and Institutions make sound investment...
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Matthew Stanhope, CFP
PWM Financial Planner
843-579-5050
Matt Stanhope believes in the power of financial planning and takes the time to understand our client’s needs in order to provide them with a complete picture of their financial life.Matt has worked in the finance industry since 2016...