Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Financial Consultants in South Carolina

Financial Consultants in Hilton Head Island, SC

Find a professional & check records

Here is a complete list of nearly every experienced Financial Consultants in your town.

The Trustoria Directory helps everyone find the best service provider for their upcoming project.

Be sure to see other neighborhoods near you to find the professional histories of more professionals.

28 results found

Brad Hunnings Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Mortgage Specialist • Counselor • Entrepreneur • Advisor • Managers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Financial Analyst

Experience & Education

Title:
Finance Insurance & Investment Consultant, Bank Executive, Real Estate Expert, Entrepreneur, Top Sales Producer
Location:
Savannah, Georgia Area
Industry:
Financial Services
Work history:
AXA Advisors - Savannah, GAFinancial ConsultantJun 2009 - Feb 2013Darby Bank & Trust Co. - Savannah, Georgia AreaGroup Vice President - Commercial LendingApr 1997 - Apr 2009
Skills:
Entrepreneurship, Loans, Securities, Small Business, Insurance, Banking, Retirement, Fixed...
Full Profile

Christopher Tassone Hilton Head Island, SC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Bachelor of Arts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Plastic Surgeon • Medical Practitioner • Reconstructive Surgeon • Surgical Specialist • Banquet Server • Restaurant Server • Food Server

Experience & Education

Position:
Managing Director at Physician's Choice Financial, Financial Advisor at AXA Advisors
Title:
Managing Director at Physician's Choice Financial
Location:
Hilton Head Island, South Carolina
Industry:
Financial Services
Work history:
Physician's Choice Financial - 200 Main Street, Suite 102F, Hilton Head, SC 29926Managing Directorsince Jul 2011AXA Advisors - Hilton Head IslandFinancial Advisorsince Nov 2007
Skills:
Investments, Retirement, Strategic Planning, Series 7, Finance, Life Insurance, Estate Planning,...
Full Profile

Alexander Adam Hilton Head Island, SC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Field Marketing Specialist • Marketing Administrator • Marketing Manager • Sales Manager

Experience & Education

Work

Company:
Hh, sc
Food and beverage lead
Company:
Hh, sc
Financial advisor
Full Profile

Bryan Wilson Bluffton, SC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Construction • Executive Compensation • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Principal at Grace Advisors, LLC
Location:
Bluffton, South Carolina
Industry:
Financial Services
Work history:
Grace Advisors, LLC - Hilton Head, SCPrincipalsince Feb 2013Palmetto Advisory Group at Morgan Stanley Smith Barney Financial AdvisorJun 2011 - Feb 2013
Full Profile

Lee Van Rensselaer Hilton Head Island, SC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Senior Customer Service Representative • Client Service Officer • Customer Service • Analysts

Experience & Education

Position:
Financial Analyst at Hilton Head Hospital
Location:
Hilton Head Island, South Carolina
Industry:
Financial Services
Work history:
Hilton Head Hospital - Hilton Head Island, South CarolinaFinancial Analystsince Feb 2012Merrill Lynch Financial AdvisorOct 2010 - Feb 2012
Full Profile

Alex Nightingale Hilton Head Island, SC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President of Business Operations at H2R2 Solutions Inc.
Location:
United States
Work history:
H2R2 Solutions Inc. - Hilton Head Island, SCVice President of Business Operationssince May 2011Financial Partners Group Financial AdvisorJul 2010 - Oct 2011
Full Profile

Paul Boes Hilton Head Island, SC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Merrill Lynch Wealth Management, Bank of America Corporation
Title:
Financial Advisor
Location:
Hilton Head Island, South Carolina
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management, Bank of America Corporation Financial Advisorsince Nov 2011
Languages:
English
Certifications:
Certified Special Needs Advisor, Merrill Lynch Internal
Full Profile

Brent Elam Hilton Head Island, SC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Restaurants Professional • Food service • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Rokabev
Title:
Owner of Roka Liqueur
Location:
Hilton Head Island, South Carolina
Industry:
Food & Beverages
Work history:
Rokabev Ownersince Sep 2009AXA Advisors Financial AdvisorMar 2009 - Mar 2012
Skills:
Strategic Financial Planning, Financial Analysis, Portfolio Management, Business Planning,...
Full Profile

Andrew Cook Hilton Head Island, SC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Title:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Hilton Head Island, South Carolina
Industry:
Financial Services
Work history:
Morgan Stanley - 600 Main Street, Hilton Head Island, South CarolinaFinancial Advisorsince Jun 2009
Full Profile

David Orth Hilton Head Island, SC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Citadel Financial Protection Agency
Title:
Senior Financial Advisor
Location:
Hilton Head Island, South Carolina
Industry:
Financial Services
Work history:
Citadel Financial Protection Agency - National and InternationalOwnersince Jan 2010
Full Profile

Don Points Hilton Head Island, SC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Financial Director • Chief Executive • Financial Officer • Financial Manager

Experience & Education

Title:
Solar Power Financial Consultant
Location:
Hilton Head Island, South Carolina
Industry:
Renewables & Environment
Work history:
ACCIONA Solar Power Vice President & CFOJan 2005 - Dec 2008Solargenix Energy, LLC Vice President - DevelopmentSep 2003 - Jan 2005
Full Profile

Nicole Crocker Hilton Head Island, SC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Director • Founding Member • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Director • Financial Officer • Financial Manager • Certified Public Accountant • Management Consultant • Business Administrator • Counselor • Management Analyst • Analysts • Master of Business Administration • Bachelor of Business Administration

Experience & Education

Position:
Director, Finance and Strategic Planning at Hargray Communications
Title:
Director, Finance and Strategic Planning
Location:
Hilton Head Island, South Carolina
Industry:
Financial Services
Work history:
Hargray Communications Director, Finance and Strategic Planningsince 2011Meritas Family of Schools SVP Strategy and Financial Analysis2005 - 2010
Skills:
Financial Analysis, Financial Modeling, Mergers, Due Diligence, Forecasting, Finance, Private...
Certifications:
Certified Public Accountant
Financial Consultant at Independent Financial Cons..
Full Profile

Paul Heitmann Hilton Head Island, SC

Professions & Specialties

Sales Executive • Sales and Marketing Manager • Sales Engineering Specialist • Sales Engineer • Director • Marketing Director • Manager • Sales Manager • Operations Manager • Chief Executive • Philanthrope • Cutter • Non-Profit • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Marketing Professional • Advertising Sales Agent

Experience & Education

Position:
Director of Sales and Marketing - Ardenwoods LCS at LCS, Director of Sales and Marketing at...
Title:
Sales Executive - Hilton Head Lakes
Location:
Hilton Head Island, South Carolina
Industry:
Real Estate
Work history:
LCS - Asheville, North Carolina AreaDirector of Sales and Marketing - Ardenwoods LCSsince Jan 2013Destination Land Development - Asheville, NCDirector of Sales and Marketingsince Sep 2006
Financial Consultant at AG Edwards
Full Profile

Roger Roberg Beaufort, SC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Doctor of Philosophy • Business Administrator • Education Teacher • Adjunct Instructor • Lecturer • Postsecondary Teacher • Operations Manager • Master of Business Administration • Master of Arts • Bachelor of Business Administration • Plant Manager • Production Manager

Experience & Education

Position:
Business Education Teacher at Beaufort County School District
Title:
PhD Candidate, Northcentral University. Business Administration w/Specialization in Financial Management
Location:
Ladys Island, South Carolina
Industry:
Education Management
Work history:
Beaufort County School District - Beaufort, SCBusiness Education Teachersince Aug 2005Technical College of the Lowcountry - Beaufort, SCAdjunct FacultyJun 2004 - Dec 2008
Financial Advisor at Morgan Stanley
Full Profile

Emily Johnson Hilton Head Island, SC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chief Executive Officer • Founder • Corporate Executive • Chief Executive • Founding Member • Financial Manager • Instructor • Pedagogue • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Director/Founder at Polaris Capital Advisors, LLC, Managing Director/Founder at Polaris...
Title:
Managing Director, Polaris Capital Advisors, LLC
Location:
Hilton Head Island, South Carolina
Industry:
Financial Services
Work history:
Polaris Capital Advisors, LLC Managing Director/Foundersince Nov 2009Polaris Divorce Financial Strategies & Polaris QDRO Managing Director/Foundersince Nov 2009
Financial Advisor at UBS Wealth Management
Full Profile

Matt Papka Savannah, GA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Managing Partner • Owner • Chairperson • Partner • Chief Executive • Manager • Operations Manager • Counselor

Experience & Education

Position:
President/Owner at Elev8bikes
Title:
Managing Partner/Owner, elev8bikes
Location:
Savannah, Georgia Area
Industry:
Sporting Goods
Work history:
Elev8bikes - Hilton Head Island,SCPresident/Ownersince Mar 2008Elev8bikes OwnerJan 2012 - 2012
Financial Advisor
Full Profile

Mathis Coxon Hilton Head Island, SC

Professions & Specialties

Teller • Financial Services Professional • Financial Services Sales Agent • Vice President • Assistant Vice President • Chief Executive • Operations Manager • Client Service Officer • Bachelor of Arts • Business Administrator • Managers • Psychologist • Customer Service • Psychology Specialist

Experience & Education

Work

Company:
Magnolia state bank - Milledgeville, GA
Vice president
Company:
Southcrest financial, inc - Peachtree City, GA
Assistant vice president
Full Profile

Jill Taddeo Hilton Head Island, SC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Produce Manager • Production Manager • Coordinator • Managers • Supporting Member • Team Member • Cashier Supervisor • Sales Team Member • Sales Person • Sales Representative • Cashier Clerk • Cashier • Bachelor of Science

Experience & Education

Work

Company:
Stag parkway - Atlanta, GA
Product manager
Company:
Bloom - Fayetteville, GA
Special projects coordinator (contract)
Full Profile

Paul Heitmann Hilton Head Island, SC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Agent • Sales Representative • Sales Manager • Bachelor of Science • Supporting Member • Team Member

Experience & Education

Work

Company:
Destination land development, llc
Director of sales and marketing, broker in charge
Company:
Ardenwoods retirement community - Arden, NC
Director of sales and marketing
Full Profile

Mark Levy Hilton Head Island, SC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Account Service Manager • Client Service Officer • Customer Service • Operations Manager • Sales Agent • Business Administrator

Experience & Education

Work

Company:
Exterior cleaning service
Owner operator
Company:
3m window films - Hilton Head Island, SC
Account executive - outside sales
Full Profile

Brent Elam Hilton Head Island, SC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Owner • Chairperson • Vice President • Chief Executive

Experience & Education

Work

Company:
Rokabev, inc
Owner/vice president
Company:
Hilton head cookie company
Marketing
Full Profile

Thomas Geib Hilton Head Island, SC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Owner • Founder • Chairperson • Financial Director • Region Manager • Chief Executive • Founding Member • Financial Officer • Financial Manager • Agent • Sales Representative • Bachelor of Arts • Area Manager • Managers

Experience & Education

Work

Company:
Various companies
Company:
Ard's container services, llc - Florence, SC
Regional manager
Full Profile

Betty Melkon Hilton Head Island, SC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Buyer • Buyer and Seller • Manager • Owner • Vice President • Operations Manager • Chief Executive • Butcher • Representative • Food service • Singer • Property Manager • Real Estate Manager

Experience & Education

Work:
Charter I Realty and Marketing
Hilton Head Island, SC
(843) 298-0688 (Phone)
Interests:
Betty is active in the Hilton Head community, having served as president of the Daughters of the King and a member of the Foundation Board at St. Luke’s Episcopal Church. She has served in various volunteer capacities with the Hilton Head Regional Medical Center, the Hilton Head Chamber of Commerce, and the Self Family Arts Center. She is a graduate of Leadership South Carolina and a member of Women in Philanthropy, the Van Landingham Rotary Club, and the Friends of the Children at MUSC Children’s Hospital. Betty is also an active tennis player.
About:
Licensed Realtor for Charter I Realty and Marketing, Betty Melkon is a South Carolina native and a...
serving as a financial consultant and pension-fund manager with..
Full Profile

Joan Stuckart Hilton Head Island, SC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Buyer • Buyer and Seller • Certified Nurse Aide • Nurse • Nurse Practitioner • Property Manager • Real Estate Manager

Experience & Education

Work:
Charter One village@ Wexfrord
Hilton Head Island, SC 29926
(843) 422-0265 (Phone)
License #754003027
About:
After growing up on Cape Cod and moving to Boca Raton after college, I have been an island...
Working as a financial consultant for 15 years along with crea..
Full Profile

Kurt Kleymeyer Cincinnati, OH

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Regional Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member • Retail Salesperson

Experience & Education

Position:
Regional Vice President at FTJ FundChoice
Title:
RVP at FTJ FundChoice
Location:
Cincinnati Area
Industry:
Financial Services
Work history:
FTJ FundChoice - Cincinnati AreaRegional Vice Presidentsince Jan 2006Janney Montgomery Scott - Orlando, Florida AreaFirst Vice President, Financial AdvisorNov 2002 - Dec 2005
Full Profile

Scott Heath Spartanburg, SC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Director • Financial Officer • Financial Manager

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
Spartanburg, South Carolina
Industry:
Financial Services
Work history:
Morgan Stanley - Spartanburg SCFinancial Advisorsince 2006Young office - Spartanburg SCChief Financial Officer1999 - 2006
Full Profile

Jaima Binzer Birmingham, AL

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Compliance Coordinator • Volunteer • Coordinator • Moderator • Leader • Planner • Compliance Officer • Non-Profit • Managers • Advisor • Hospital Care Professional • Health Professional • Health Practitioner • Director • Operations Manager • Human Resources Specialist • Recruitment • Office Clerk • Clerical Specialist • Air Transportation Worker • Psychology Specialist • Project Managers • Financial Officer • Financial Manager • Management Team Executive • Chief Executive • Industrial Psychologist • Software Developers

Experience & Education

Position:
Regulatory Compliance Coordinator at DST Health Solutions, Volunteer at Asbury United Methodist Church
Title:
Regulatory Compliance Coordinator - Audit & Analysis
Location:
Birmingham, Alabama Area
Industry:
Hospital & Health Care
Work history:
DST Health Solutions Regulatory Compliance Coordinatorsince Jan 2013Asbury United Methodist Church - Birmingham, Alabama AreaVolunteersince 2004
Office Manager/Financial Advisor/Sales/Marketing at Ward Financia..
Full Profile

Steve Arnold Asheville, NC

Professions & Specialties

Mortgage Loan Officer • Mortgage Specialist • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Master of Science • Chief Executive • Financial Officer • Financial Manager

Experience & Education

Position:
Mortgage Loan Officer at BB&T Mortgage
Location:
Asheville, North Carolina Area
Industry:
Financial Services
Work history:
BB&T Mortgage - Asheville, NCMortgage Loan Officersince May 2013BB&T Investment Services Inc. - Asheville, NCInvestment CounselorDec 2011 - Apr 2013
Certifications:
Certified Public Accountant, License in Inactive Status
Financial Advisor at Morgan Stanley Smith Barney
Full Profile

Financial Consultants near Hilton Head Island, SC085170255340425CharlestonSavannahSummervilleBlufftonBeaufortRichmond HillRinconJohns IslandHamptonCoosawhatchie


Financial Consultants around Hilton Head Island, SC

Beaufort  (10)
Bloomingdale  (1)
Bluffton  (19)
Charleston  (425)
Hampton  (1)
Johns Island  (2)
Midway  (1)
Pineland  (1)
Rincon  (4)
Savannah  (249)
Smoaks  (1)
Summerville  (28)
Tybee Island  (1)
Varnville  (1)
Walterboro  (1)

Financial Consultants in South Carolina

Sub-specializations

Financial Associate  (1)
Financial Consultant  (28)