Team
John Sloop, CFP ® , MBA
CERTIFIED FINANCIAL PLANNER™ practitioner
(803) 909-7004
John Sloop is a CERTIFIED FINANCIAL PLANNER™ practitioner and Investment Advisor Representative with Independent Advisor Alliance. John has built a clientele that consists of individuals as well as small business owners. His...
John A. Black, III, ChFC® AIF®
Chartered Financial Consultant®, Accredited Investment Fiduciary®
(803) 909-7004
John Black is a Chartered Financial Consultant®, Accredited Investment Fiduciary®, and Investment Advisor Representative with Independent Advisor Alliance. John has built a clientele that consists of individuals as well as small...
Allison F. Grier, AAMS®
LPL Registered Administrative Associate
(803) 909-7004
Allison joined Palmetto Investment Consultants, LLC in April 2013 and is committed to delivering a high level of customer service to each client. She graduated from Winthrop University in 1998 with a Bachelor’s degree in...
Matthew McCoy,CFP ®
LPL Registered Administrative Associate
(803)-909-7004
Matt has been in the financial services industry for two years, beginning his career as an Investment Professional with Vanguard in Charlotte. He obtained his Series 7 & Series 63 in 2017 and they are now held with LPL Financial. He...
Taylor Lucas
Associate Wealth Advisor
803-909-7004
Taylor joined Palmetto Investment Consultants in April 2020 and is a 2010 graduate of Clemson University where she majored in Finance and double minored in Accounting and Financial Management. Prior to joining Palmetto Investment...