300 North Main Street
Private Wealth Associate
Jeannie is a Private Wealth Associate with over thirty years of experience in the financial services industry. She graduated Magna Cum Laude from the University of South Carolina with a degree in Business Administration. Jeannie assists the team in maintaining lasting relationships through consistent quality service and regular communication. Her responsibilities include client administrative matters and general account maintenance. Jeannie and her husband, John, have one son and daughter-in-law and two granddaughters. Jeannie and John enjoy traveling, camping, and shag dancing. She has recently begun to sew and has been experimenting with quilting, garment sewing and home décor.
Series 7 & 66
REGISTERED TO DO BUSINESS IN:
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, MD, MI, MO, MT, NC, NH, NJ, NM, NY, OH, PA, SC, TN, TX, VA, WA, WI, WV
1 Josh received this award in 2018, 2019, 2020, 2021. The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
2 Josh received this award in 2018, 2019, & 2020. Barron’s Top Advisor List is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
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