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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

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 the highest 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

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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Rebekah Allan

Administrative Associate

(803)-909-7000

(803)-909-7004

rallan@picadvisors.com

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...

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