Team

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 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 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...

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...

Rebekah joined Palmetto Investment Consultants, LLC in April 2019, overseeing the administrative functions in the office as an Administrative Associate. Rebekah is dedicated to achieving the highest level of customer service for each...

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...