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Charleston SC - 3KP
360 Concord St Ste 210
Charleston, SC 29401-6305
T: 843.720.3500
F: 843.720.3535
TF: 866.384.9891
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Family Office Team
John
Hanlon,
MSFS, CPWA
®
, ChFC
®
, CLU
®
Private Wealth Consultant
Wealth Planning, Global Wealth Solutions
Brian
Brazzell,
CFP
®
Private Wealth Consultant
Wealth Planning, Global Wealth Solutions
Jeanne
Connolly,
CFP
®
, CTFA
Vice President, Regional Trust Consultant
Raymond James Trust N.A.
Enayat
Oliver
Vice President, Banking Consultant
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham
DEDICATION
DOING WHAT'S RIGHT FOR YOU
ALWAYS COMES FIRST.
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CONSISTENCY
MANAGING RISK IS A CORE TENET OF
PRESERVING WEALTH.
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INTEGRITY
HOLISTIC COORDINATION WITH
YOUR CPA AND ATTORNEY.
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