Greenwood Capital Expands Team with New Associates

News Summary

Greenwood Capital, based in South Carolina, welcomes Garrett Minton and Anne Thompson to enhance client services. With their extensive experience, they aim to strengthen the firm’s reputation for financial guidance. CEO Walter B. Todd highlights the importance of client service as Greenwood Capital continues its growth in the Upstate region, managing over $1.7 billion in assets across 20 states.

Greenville, South Carolina Welcomes New Faces at Greenwood Capital

Exciting things are happening at Greenwood Capital as they announce the addition of not one, but two new associates, Garrett Minton and Anne Thompson! This dynamic duo is set to enhance client services and further solidify the firm’s reputation for outstanding financial guidance. With Garrett based out of the Greenwood office and Anne calling the Greenville office her new home, their arrival represents yet another step in Greenwood Capital’s journey of growth and expansion across the Upstate region.

A Legacy of Success

Founded in 1983 in Greenwood, South Carolina, Greenwood Capital has built a strong legacy over the last 40 years. Today, the firm proudly manages assets exceeding $1.7 billion across an impressive 20 states! Walter B. Todd, President and Chief Investment Officer, has always emphasized the company’s commitment to client service as a core principle—the driving force behind every decision made at the firm.

Meet Garrett Minton: A Financial Pro

Garrett Minton joins as an Associate Advisor and brings with him over eight years of experience in the financial industry. His career has seen him working with well-known names like Merrill Lynch, Vanguard, and Robinhood. Garrett’s main focus here will be on supporting senior advisors and nurturing long-lasting client relationships, especially in the vital area of retirement planning. With his Chartered Retirement Planning Counselor™ designation, he specializes in creating personalized wealth management strategies that truly resonate with clients’ unique priorities.

All About Client Education

Garrett’s approach emphasizes the importance of understanding client priorities. He believes that by getting to know what clients really want and need, they can work together to devise effective strategies that help them reach their financial goals. It’s about more than just numbers; it’s about making finance understandable and personal.

Anne Thompson: A Communications Maven Turned Financial Expert

On the other hand, we have Anne Thompson stepping into the role of Private Client Advisor. With over two decades of experience in the communications field and a transition to finance in 2015, she brings a unique perspective to the table. Anne has previously worked with big names like Merrill Lynch and Charles Schwab. Her passion lies in promoting financial literacy and making the often complicated world of finance simple for her clients.

Holistic Financial Planning

Anne emphasizes a holistic approach to financial planning. Her areas of expertise include everything from retirement planning to taxes, insurance, and estate planning. Like Garrett, she also holds the Chartered Retirement Planning Counselor™ designation, equipping her to provide thorough and nuanced financial advice. Her goal is to make sure clients feel empowered and informed every step of the way.

Growing the Greenwood Team

The team at Greenwood Capital is utterly thrilled about the arrival of Garrett and Anne. Brian L. Disher, the Director of Wealth Management, expressed delight in having associates with such extensive experience and unwavering dedication to client education and well-being. Their addition to the team is bound to enhance the firm’s service quality, ensuring clients receive the best advice and guidance possible.

Looking Ahead

With the expansion of their team and an unwavering commitment to delivering top-notch services, Greenwood Capital is ready to take on new challenges and opportunities in the financial landscape. As they continue to grow, one thing is clear: they’re all about putting clients first and helping them navigate their financial future with trust and confidence.