Our Team

Because our clients have placed their trust in us to help make their goals a reality, we are committed to providing them with exceptional customer service. If you have a problem or need assistance at any time, please call and speak with a member of our staff.

 

Founding Partners

George R. Starnes III , MSFS, AEP®, ChFC®, CLU®

Private Wealth Advisor

Office 803-254-1802


Email

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Chad Dowdy , CFP®

Private Wealth Advisor

Office 803-254-0133


Email

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Partners

Drew Stevens , CFP®, CLU®, RICP®

Private Wealth Advisor

Office 803-254-0133 ext. 3042


Email

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Jarrod L. Stokes , CFP®, CLU®, ChFC®

Private Wealth Advisor

Office 803-409-3770


Mobile 803-427-1102


Email

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Affiliate Advisors

David Van De Water , CLU®, ChFC®

Financial Advisor

Office 803-217-0053


Email

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C. Wilson Smith III , J.D., MBA

Wealth Management Advisor

Office 406-522-4747


Fax 406-522-4780


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Dowdy-Starnes Team

Kyle Lewis , CPA, CFP®

Private Wealth Advisor

Office 803-254-0133 ext. 3007


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Robert Starnes , MBA

Private Wealth Advisor

Office 803-254-0133 ext. 3012


Email

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Diane Rager

Private Wealth Support Advisor

Office 803-254-0133 ext. 3021


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Debbie Mogan

Investment Operations Manager

Office 803-254-0133 ext. 3051


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Mary Kathryn McWilliams

Director of Operations

Office 803-254-0133 ext. 3054


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Dawn Cook

Client Service Manager

Office 803-254-0133 ext. 3028


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Stokes-Stevens Team

Grace Miyaji

Client Relations Manager

Office 803-254-0133


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Logan Scott

Operations Manager

Office 803-409-3771


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Christina Dickson

Associate Financial Representative

Office 803-409-3759


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Caroline Robinson

Financial Planning Assistant

Office 803-254-0133 ext. 3055


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Tyler Daniels

Financial Planning Assistant

Office 803-254-0133


Email

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