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Palmetto Investment Consultants, LLC

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Team

 

John Sloop, CFP ® , MBA

CERTIFIED FINANCIAL PLANNER™ practitioner

(803) 909-7000

(803) 909-7004

jsloop@picadvisors.com

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...

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John A. Black, III, ChFC® AIF®

Chartered Financial Consultant®, Accredited Investment Fiduciary®

(803) 909-7000

(803) 909-7004

jblack@picadvisors.com

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...

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Allison F. Grier, AAMS®

 

LPL Registered Administrative Associate

(803) 909-7000

(803) 909-7004

agrier@picadvisors.com

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...

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Matthew McCoy,CFP ®

LPL Registered Administrative Associate

(803)-909-7000

(803)-909-7004

mmccoy@picadvisors.com

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...

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Taylor Lucas

Associate Wealth Advisor

803-909-7000

803-909-7004

tlucas@picadvisors.com

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...

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