Exciting Promotions at Greenwood Capital in Greenwood!
Hey there, folks! If you’re in the Greenwood area and have been following the happenings at Greenwood Capital, we’ve got some thrilling news for you that highlights their commitment to community and personal financial success. That’s right! Two of their dedicated team members have just been promoted, and it’s all about providing even better service to their clients.
Congratulations to Callie Bradshaw!
First up, let’s talk about Callie Bradshaw. This promising talent joined Greenwood Capital as a Private Client Specialist back in 2022. From day one, she dove in headfirst, bringing her energy and dedication to help clients succeed financially. It didn’t take long for her to make waves—and not just gentle ripples!
In her first year, Callie put in the effort and successfully passed her Series 65 exam, earning her badge as a Registered Investment Advisor. Talk about a big accomplishment! She’s also on her way to obtaining her Certified Financial Planner designation, which is no small feat.
So what’s next for Callie? She’s now stepping into the role of Associate Adviser where she’ll work closely with senior advisors. This means she’ll be shaping personalized financial strategies that help clients reach their dreams—and who doesn’t want to help someone achieve their financial goals?
Brian L. Disher, the Director of Wealth Management, was all praises when he said, “Callie has shown an exceptional ability to connect with clients and provide tailored solutions that make a difference.” We couldn’t agree more!
And Cheers for John Proctor Jr.!
Next up on the promotion train is John B. Proctor Jr.. He joined the team a bit earlier in 2021 as a Client Portfolio Specialist. It didn’t take him long to establish himself as a go-to expert in portfolio management. His knack for analyzing situations and putting clients first has made him a key asset to the Greenville team.
Now, John is moving up to the position of Adviser Portfolio Specialist. This means he will be focusing even more on fine-tuning individual investment strategies to cater to their clients’ unique needs. The big idea here? To keep providing innovative and customized portfolio solutions!
Will Bond, the Senior Trading Manager, highlighted John’s positive attitude and innovative approach, saying, “This promotion reflects his hard work and dedication.” We are excited to see how John’s expertise will continue benefiting clients in the future!
Marking a Significant Milestone
Greenwood Capital has been going strong for over 40 years, consistently expanding its offerings to serve individuals, families, and various organizations across South Carolina and beyond. These promotions are not just about moving people up the ladder; they’re a sign of the firm’s continued commitment to nurturing talent while simultaneously providing top-notch service and expertise to clients. This is what it means to truly invest in people!
Walter Todd, the president and CIO at Greenwood Capital, shared his thoughts on the progress saying, “These promotions are a testament to the caliber of talent of our team.” He also emphasized that Callie and John exemplify the client-focused approach the firm holds dear. Sounds like an exciting time to be a part of this dynamic team!
In short, with these two individuals stepping into their new roles, both clients and the community can look forward to even more personalized, professional service as Greenwood Capital continues to grow. So, here’s to Callie and John—your future looks bright!
