305 Oakland Avenue
CERTIFIED FINANCIAL PLANNER™ practitioner
Chartered Financial Consultant®, Accredited Investment Fiduciary®
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...
Associate Wealth Advisor
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...
Branch Operations Support Associate
Morgan comes to Palmetto Investment Consultants from a diverse professional background that includes, management, banking, retail, and non-profit work. She graduated from Shippensburg University in Pennsylvania in 2014 with a...
Shellie was a marketing assistant at Palmetto Investment Consultants in the past and has returned in 2021 as an Administrative Associate. She graduated with a Psychology degree from Western Washington University and is a licensed real...