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