Barre M. Butler
Senior Vice President/Investments
Branch Manager

  • 32 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

  • 32 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

  • 16 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

 

 

 

 

Lucinda E. Shields, CFP®
Vice President/Investments

  • 36 years of financial services industry experience
  • Formerly with UBS
  • The College of William and Mary, English
  • Eastman School of Music
  • CERTIFIED FINANCIAL PLANNERTM Professional Certification through the College for Financial Planning
  • Focus:  Investment planning and individual security selection

 

 

Alison W. B. Barkley
Portfolio Associate

  • 18 years of financial services industry experience
  • Bachelor of Science in Business Administration, Nyack College
  • Focus: Client reporting, portfolio research, and administration

 

 

 

 

Honey D. Pantuck
Registered Client Service Associate

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

 

 

                                                         

Kimberly Frankel                     
Registered Client Service Associate

  • 17 years of financial services industry experience
  • Bachelor of Science in Marketing, Bentley University
  • Focus: Client service and administration