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Guided Wealth Portfolio Advisors

Find a Guided Wealth Portfolio Advisor

Don’t wait to start investing. Sign up for Guided Wealth Portfolios now to start planning for your future. Choose an advisor below:

Georgia North Carolina South Carolina – Central

South Carolina – Coastal South Carolina – Upstate Virginia

Georgia
Carrie Hodge, CFP<sup>®</sup>

Carrie Hodge, CFP®

SVP, Financial Consultant
Augusta

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Wayne Bissell

Wayne Bissell

SVP, Financial Consultant
Martinez/Augusta

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Susan Small

Susan Small

AVP, Associate Financial Consultant
Evans/Augusta

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Jonathan Lewis

Jonathan Lewis

VP, Financial Consultant
North Georgia

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North Carolina & Virginia
Doug Smith

Doug Smith

SVP, Financial Consultant
Charlotte/Raleigh/Richmond

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South Carolina - Central
Treze Beasley, CFP<sup>®</sup>

Treze Beasley, CFP®

VP, Financial Consultant
Florence

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Geoffery Forsyth

Geoffery Forsyth

VP, Financial Consultant
Columbia

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Richard Spatola, CFP<sup>®</sup>

Richard Spatola, CFP®

SVP, Financial Consultant
Fort Mill

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Banks Wannamaker

Banks Wannamaker

SVP, Financial Consultant
Orangeburg

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South Carolina - Coastal
Stacy Cannon

Stacy Cannon

SVP, Financial Consultant
Charleston

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Andy Dalrymple CFP<sup>®</sup>

Andy Dalrymple CFP®

SVP, Financial Consultant
West Charleston

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John Hamilton

John Hamilton

SVP, Financial Consultant
Grand Strand

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Ryan Reeves, CFP<sup>®</sup>

Ryan Reeves, CFP®

SVP, Financial Consultant
Summerville/Moncks Corner

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Heather Venrick

Heather Venrick

SVP, Financial Consultant
Hilton Head/Bluffton/Beaufort/Savannah

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Zach Volousky

Zach Volousky

VP, Financial Consultant
Charleston/James Island

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Neal Webb

Neal Webb

SVP, Financial Consultant
Charleston/Mt. Pleasant

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South Carolina - Upstate
James Chisholm

James Chisholm

AVP, Associate Financial Consultant
Anderson/Greenville

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Phillip Kesler

Phillip Kesler

VP, Financial Consultant
Greenwood

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Hal Lawson

Hal Lawson

SVP, Financial Consultant
Greenville/Spartanburg

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Toniette Mathis

Toniette Mathis

SVP, Financial Consultant
Easley/Clemson

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Brian Simmons

Brian Simmons

VP, Finanacial Consultant
Newberry

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Michael Tollison

Michael Tollison

SVP, Financial Consultant
Greenville

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