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

Amy Justis – CMIT Solutions

Amy Justis – PRESIDENT Amy Justis 843.501.9908 ext. 101 [email protected] 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) [email protected] 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 [email protected] 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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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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Max Huggins – MERRILL LYNCH

Max Huggins – Financial Advisor Max Huggins 843.800.6972 [email protected] 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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Rocky Ryan – First Citizens Bank

Rocky Ryan – Vice President Financial Sales Manager I 843.971.7784 (o) 984.867.3287 (f) [email protected] 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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Tyler Young – HOMETOWN Health and Life

Tyler Young – Insurance Advisor Tyler Young 336.756.1994 [email protected] 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) [email protected] 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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