GREENVILLE S.C. – Greenwood Capital is pleased to announce Melissa D. Bane has been promoted to Senior Private Client Advisor. In her role, she assists individuals, families, and business owners in managing their financial plans and accumulated wealth; she also advises non-profit organizations in managing their investments. For individuals, she works one-on-one to develop a 360-degree view of her clients’ life, investment, tax, insurance and estate planning goals. This holistic view enables her to tailor an overall financial and investment plan for each client’s short- and long-term goals.
“Melissa is a tremendous asset to not only Greenwood Capital, but also the communities we serve,” said Brian L. Disher, Director of Wealth Management. “This promotion is a direct result of her commitment to client service.”
Ms. Bane is a graduate of Lander University, and as a Certified Public Accountant, Certified Financial Planner®, Personal Financial Specialist®, and Chartered Financial Consultant, Ms. Bane has demonstrated a life-long affinity for expanding and deepening her planning knowledge to provide unparalleled expertise to the clients of Greenwood Capital. She is also a SC licensed life, accident and health insurance professional.
“Greenwood Capital is fortunate to be represented by Melissa, her dedication to our clients, and her commitment to excel in providing a holistic view of financial planning,” said Walter B. Todd, III, President and Chief Investment Officer. “I am personally very proud to have her amongst our entire team of talented professionals.”
Ms. Bane is currently a member of the SC Financial Planning Association, a member of the Board of Directors for the Greenwood County Arts Council, and a member of Greenville Women Giving and the Greenwood Women’s Club. She is also a member of the American Institute of Certified Public Accountants and SC Association of CPAs. Ms. Bane also conducts Financial Literacy Seminars in the community for local churches, continuing education and employers.
To learn more about Greenwood Capital, visit http://www.greenwoodcapital.com, https://www.linkedin.com/company/greenwood-capital/, and https://www.facebook.com/GreenwoodCapitalSC/
About Greenwood Capital: Founded in 1983 in Greenwood, South Carolina, Greenwood Capital specializes in investment advisory and management services, offering a variety of services for the individual as well as institutional clientele. Using a top down approach and direct experience in managing proprietary investment strategies, Greenwood Capital has been recognized as one of the largest independent investment firms in the Southeast, managing nearly $1.2 billion in assets nationwide. Prior to 2001, Greenwood Capital Associates and the term "Firm" refers to Greenwood Capital Associates, Inc. (GCAI) which was established in 1983. On or about June 29, 2001, Greenwood Capital Associates, LLC acquired substantially all the assets of GCAI, a sub-chapter S corporation. Greenwood Capital Associates, LLC registration dates back from 2001.