Accountants Attorneys, Financial Institutions, Financial Services, Insurance, Other Legal, etc.

Amy Justis – CMIT Solutions

Amy Justis – PRESIDENT Amy Justis 843.501.9908 ext. 101 ajustis@cmitsolutions.com Link Linkedin Business owner with broad executive leadership experience in Information Technology, Accounting, Finance and Operations. Proven ability to maximize profits through revenue growth, cost reductions, operational/productivity improvements, technology implementation and enhanced internal controls. Specialties: management, Information Technology, financial planning & analysis, operations, budgeting, benchmarking,…

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Ashley Canady Slane – Buist Byars & Taylor, LLC

Ashley C. Slane – Director of Marketing & Communications Ashley Canady Slane 843.856.4488 (O) 843.284.1498 (D) ashley.slane@buistbyars.com Link Linkedin Experienced marketing communications professional with a demonstrated history of working in healthcare, architecture and law fields and with special events. Skilled in public relations, customer service, advertising, budgeting, event planning, and strategic marketing.

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Bill Musseman – Bank of America

SVP Business Banking 75 Port City Lndg. Ste 440, Mount Pleasant SC 29464 (c) 843-509-8284 william.musseman@bofa.com Linkedin Over 19 years of financial service and commercial banking experience. Team lead and sales management experience as well as financial analysis and risk management skills. Extensive experience in C&I, Commercial Real Estate and Investment Real Estate lending. Expert…

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Dave Williams – 843 BENEFITS

Dave Williams – Owner DAVE WILLIAMS 843.345.8644 dave@843benefits.com Linkedin Link Do you want to offer a benefit plan but don’t know where to start? * Are you missing out on good hires because your current strategy isn’t good enough? * Are you worried about HR & Compliance, or that you don’t have the bandwidth to…

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Frank Frazier of Merrill Lynch

The Rawlings Bolig Frazier Group Frank has been in the financial services industry since 1981 and joined Merrill Lynch Wealth Management in 1999. He focuses on developing strategies and recommendations for individuals, their family and their business to help them meet their short-and long-term financial goals. Frank is also one of the founders of Referrals…

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Karla Combs – Brown & Brown, Inc.

Karla Combs – Private Client Advisor Karla Combs 843.266.4588 Karla.Combs@bbrown.com Linkedin Link I am a Private Client Advisor with 20 years of hands-on active portfolio management and trust administration who designs insurance programs for affluent individuals in order to suit the unique and complex needs of successful individuals. My clients come first and I strive…

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Max Huggins – MERRILL LYNCH

Max Huggins – Financial Advisor Max Huggins 843.800.6972 maxwell.huggins@ml.com Link Linkedin Max, a South Carolina native, joined Merrill Lynch Wealth Management in 2017. His financial advisory philosophy focuses on developing long-lasting personal relationships with affluent clients and assisting them with customized investment advice. His process builds value into each relationship by creating sustainable portfolio recommendations…

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Melissa Harris – Turning Point Group

Melissa L. Harris – Financial Consultant Melissa L. Harris 864.979.9360 (c) mharris@tpgstrategies.com   Book Here A mom of 3, cancer survivor, and a 25-year Corporate America dropout knew very quickly after a tragic accident left her mom paralyzed that she has the vision and the drive to accomplish big things. Helping families and business owners…

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Rocky Ryan – First Citizens Bank

Rocky Ryan – Vice President Financial Sales Manager I 843.971.7784 (o) 984.867.3287 (f) rocky.ryan@firstcitizens.com Linkedin Link Results oriented Professional with an exceptional track record of providing superior customer service. Ability to achieve results through energetic and positive focus. History of building successful professional relationships both internally and externally. Excellent problem-solving skills with over 13years experience in…

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SEAN McCOLL – Trusted Business Advisors

Sean McColl – Managing Director SEAN McCOLL p: 202.489.8175 sean@trustedbizadv.com Linkedin Link Is your company stuck in its growth? Are you expanding but unclear on how to manage that growth? I’m Sean McColl, a Business Growth Advisor with 30+ years of corporate and entrepreneurial experience in successfully helping companies overcome obstacles and scale their business.…

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Seth Levy – Attorney

Licensed in SC, NY, NJ A dedicated Estate Planning Lawyer. Designing customized Wills & Trusts with an emphasis on timely Asset Preservation. 222 West Coleman Blvd., Suite 124, Mt. Pleasant SC 29464 21 Gamecock Ave., Suite A, Charleston SC 29407 843-400-4510 Seth@LevyLegalSC.com

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Shannon Smoak – Southern First

Southern First – Team Leader, SVP o – 843-725-4626 c – 843-270-0003 ssmoak@southernfirst.com September door prize Winner!! Meet Shannon Experienced Banker in the Lowcountry Shannon brings over 25 years of experience in the banking and brokerage industries. She was born and raised in Charleston and continues staying heavily involved with the community. Some of her…

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Tim Green – Southern First

Southern First – Team Leader, SVP 80 Calhoun Street, Charleston SC 29401 c – 843-324-4482 tgreen@southernfirst.com Meet Tim Experienced Banker in the Lowcountry Tim has been in the banking industry in the Charleston area for over 20 years. He has a wide range of experience from private banking to lending, and he is a Certified…

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Tyler Young – HOMETOWN Health and Life

Tyler Young – Insurance Advisor Tyler Young 336.756.1994 T.Young@Hometownhealthandlife.com Linkedin Link Experienced Project Manager with a demonstrated history of working collectively on unique and challenging projects. Skilled in Customer Service, Demand Planning, Data Analysis, Accounting, and Purchasing, as well as Project Management. Customer Service background, versed in meeting the needs of every customer.

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Windy Plank – State Farm

State Farm Agent and Business Owner, State Farm ® Windy Plank 843.769.5000 (o) windy@windyplank.com Linkedin I became a State Farm Agent to encourage and inspire others by connecting to my community and cultivating personal relationships. I am a second generation State Farm Agent and a graduate from the University of South Carolina with a Marketing…

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