Barre M. Butler
Senior Vice President/Investments
Branch Manager

  • 35 years of financial services industry experience
  • Previously with UBS, Robinson Humphrey, and J.C. Bradford & Co.
  • Bachelor of Science in Business Administration, The Citadel
  • Focus:  Client account management and business development

 

 

 

Park B. Smith, Jr.
Senior Vice President/Investments

  • 35 years of financial services industry experience
  • Formerly with UBS
  • Bachelor of Science in Business Administration, The Citadel
  • Focus:  Manager selection and portfolio construction

 

 

 

 

W. Hampton Avant, CIMA®
Vice President/Investments
Portfolio Manager - Solutions Program

  • 19 years of financial services industry experience
  • Previously with UBS and Prudential Financial
  • Bachelor of Science in Business Administration, The Citadel
  • Focus:  Investment planning and insurance

 

 

 

Alison W. B. Barkley, CFP®
Portfolio Associate

  • 20 years of financial services industry experience
  • Bachelor of Science in Business Administration, Nyack College
  • Certified Financial PlannerTM (CFP®) certification
  • Focus: Client reporting, portfolio analysis, and administration

 


 

 

Honey D. Pantuck
Registered Client Service Associate

  • 16 years of financial services industry experience
  • Bachelor of Science in International Business, College of Charleston
  • Focus: Client service and administration

 

                           

 

Constance M. Bergkessel                     
Senior Registered Client Service Associate

  • 20 years of financial services industry experience
  • Bachelor of Business Administration, Kaplan University
  • Focus: Client service and administration