My Profile
Meet Our Team
Park Dougherty
Vice President | Financial Advisor | PIM Manager
843-579-5050
Since 1985, I have worked with endowments and affluent families to achieve a variety of financial goals. But my specialty is building them a rising stream of income with dividend stocks, bonds and index funds. As a PIM Manager, I have...
Clark Samisch
Senior Client Specialist
843-579-5050
Jody McAuley
Director
843-579-5050
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...