John joined BCA Private Wealth to provide back-office support and operational efficiency to the team. As a wealth advisor, he is responsible for monitoring client account activity, ongoing account maintenance, and portfolio reconciliation. He attended Clemson University, graduating with a degree in Finance and a minor in Accounting. He is originally from Lamar, SC and enjoys golfing, spending time with friends and family, and cheering on the Clemson Tigers.
Licenses
- Series 7
- Series 66
- South Carolina State Insurance Licenses for Life, Health, Variable Life and Annuity
