Barre M. Butler
Senior Vice President/Investments; Branch Manager
Barre M. Butler
Senior Vice President/Investments; Branch Manager
8434146760
- More than 35 years of financial services industry experience
- Previously with UBS Financial Services, Robinson Humphrey,
and J.C. Bradford & Co.
- Bachelor of Science in Business Administration, The Citadel
Focus: Wealth management and business development
W. Hampton Avant, Jr., CIMA
Senior Vice President/Investments
W. Hampton Avant, Jr.
CIMA
CIMA
Senior Vice President/Investments
8434146769
- More than 20 years of investment industry experience
- Previously with UBS Financial Services and Prudential Financial
- Bachelor of Science in Business Administration, The Citadel
- Certified Investment Management Analyst® designation
Focus: Investment planning and insurance
Alison W. B. Barkley, CFP
Portfolio Associate
Alison W. B. Barkley
CFP
CFP
Portfolio Associate
8434146764
- More than 20 years of financial services experience
- Bachelor of Science in Business Administration, Nyack College
- CERTIFIED FINANCIAL PLANNER® certification
Focus: Client reporting, portfolio analysis, and administration
Constance M. Bergkessel
Senior Registered Client Service Associate
Constance M. Bergkessel
Senior Registered Client Service Associate
8434146761
- More than 20 years of financial services experience
- Bachelor of Science, Business, Kaplan University
Focus: Client service and administration
Helen Gordon
Registered Client Service Associate
Helen Gordon
Registered Client Service Associate
8434146768
- More than 40 years of financial services experience
- Bachelor of Business Administration, University of Georgia
Focus: Client service and administration
William Butler
Financial Advisor
William Butler
Financial Advisor
8434146767
