News Summary
Greenwood Capital is expanding its team with the addition of Garrett Minton as an associate adviser and Anne Thompson as a private client adviser. These new hires aim to enhance service delivery and financial support for the Greenville community. With over 40 years in finance, Greenwood Capital manages $1.7 billion in assets and is committed to personal client service. This strategic move ensures clients receive tailored guidance as Minton and Thompson bring their wealth of experience in wealth management and financial literacy to the firm.
Exciting Happenings at Greenwood Capital: New Faces Join the Team!
In the vibrant city of Greenville, a buzz of excitement is in the air as Greenwood Capital makes some fantastic additions to its team. The firm has recently welcomed Garrett Minton as an associate adviser at their Greenwood office and Anne Thompson as a private client adviser over in the Greenville office. This move is aimed at expanding their services across the beautiful Upstate region, making a positive impact on the financial health of the community.
Growing Stronger: More Years, More Experience
Greenwood Capital is no stranger to growth. With an impressive history of over 40 years in the financial industry, the firm has grown to serve clients in more than 20 states and manages a whopping $1.7 billion in assets. That’s quite a feat! Having established a solid reputation, Greenwood Capital is now enhancing its team with these two experienced professionals who bring a wealth of knowledge and expertise.
A Closer Look at Garrett Minton
Let’s shine the spotlight on Garrett Minton. With more than eight years of experience in the financial sector, Minton has worked with some big names, including Merrill Lynch, Vanguard, and Robinhood. Talk about impressive! In his new role as an associate adviser, he will be supporting senior advisors and nurturing client relationships, all while focusing on wealth management. Minton is not just about numbers; he genuinely cares about helping clients reach their retirement goals. He’s a chartered retirement planning counselor and is excited to be part of a team that is committed to making a meaningful impact in the community he calls home.
Anne Thompson: A Wealth of Knowledge
Now, let’s move on to Anne Thompson! With a background that spans over 20 years in the communications industry, Thompson made a bold leap into finance in 2015—and she’s been thriving ever since. Having held positions at both Merrill Lynch and Charles Schwab, she has a special knack for promoting financial literacy among her clients. Her approach to financial planning is holistic, covering areas such as retirement, tax, insurance, and estate planning for families and individuals. Like Minton, she also holds the prestigious chartered retirement planning counselor designation, which solidifies her credentials in the field.
Commitment to Client Services
Brian L. Disher, the director of wealth management at Greenwood Capital, noted that both Minton and Thompson bring **valuable experience** and a deep **passion for financial education** to the firm. This commitment to education is reflected in Greenwood Capital’s approach to personalized client service. Even as the firm continues to grow, they ensure that they remain connected to their clients and to the community as a whole.
Looking to the Future
So, what does this mean for you, the everyday client? With the additions of Minton and Thompson, clients can look forward to even more tailored services and insightful guidance as they navigate their financial journeys. Greenwood Capital’s focus on community connectivity and personalized service remains strong, despite their growth. There’s never been a better time to take charge of your financial future, and with this team on board, your journey just got a lot more promising.
In conclusion, the vibrant Greenville area can expect to see great things from Greenwood Capital as they embrace these new team members. The journey ahead looks bright, and it’s exciting to think about the positive impacts they’re sure to deliver across Upstate.
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- Greenville Online: Wealth Management Firm Stays Small
- Business Wire: Avantax Welcomes Independent Financial Advisor
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- Insurance News Net: South Carolina Couple Sue Advisor
Author: STAFF HERE GREENVILLE
The HERE Greenville Staff Writers are a collaborative team of journalists, editors, and local contributors passionate about delivering accurate, timely information to the Greenville community. As part of the HEREcity.com Network, which powers over 100 U.S. city sites including HEREcolumbia.com, our staff draws on collective experience in South Carolina journalism to cover everything from business sales and real estate developments to dining deals and community initiatives. Our Expertise and Background Local Roots in Greenville Our team includes lifelong Greenville residents and SC natives with deep knowledge of the area’s history, economy, and culture. We’ve covered key events like the recent sales in the Heritage Historic District 17 , Greenville’s textile and railroad heritage 2 , and growth in local education sectors (e.g., Greenville Technical College programs) 27 . Collective Experience With over 50 combined years in journalism, our staff has backgrounds in print, digital media, and community reporting. We prioritize fact-based stories, drawing from sources like the Greenville Chamber of Commerce, city government records, and on-the-ground interviews. Commitment to Quality Every article is a group effort, involving research, editing, and verification to ensure reliability. We adhere to journalistic standards, citing credible sources and updating content as new details emerge.
