“This opportunity and honor are in recognition of the significant contribution Melissa has made in the financial well-being of her clients during her seven-year tenure,” said Walter B. Todd, President/CIO. “With a client first focus, Melissa does a stellar job for our clients and we are very proud to include her among our firm and ownership team.”
In her role as Senior Private Client Advisor, Ms. Bane draws upon more than 30 years of credentialed experience in the financial industry to come alongside her clients, developing a complete view of their financial picture, including life, investment, tax, insurance and estate planning goals. This enables clients to focus on the life planning aspect of financial planning towards their personal fulfillment.
“I am honored to come alongside clients in moments of celebration as well as moments of uncertainty and despair,” said Ms. Bane. “I am deeply touched that they trust me and Greenwood Capital to help them navigate the highs and lows of life and that we are able to be there for them when we are needed the most.”
Ms. Bane is a graduate of Lander University, and is a Certified Public Accountant, Certified Financial Planner®, Personal Financial Specialist®, and Chartered Financial Consultant. She is also a SC licensed life, accident and health insurance professional.
“She has demonstrated a life-long affinity for expanding and deepening her planning knowledge to provide unparalleled expertise to the clients of Greenwood Capital,” said Brian L. Disher, Director of Wealth Management. “Her commitment is a tremendous contribution to our team.”
Ms. Bane is currently a member of the SC Financial Planning Association, serves on the Grants Committee for Greenville Women Giving, and is a member of the Board and Past President for the Arts Council of Greenwood County. She is also a member of the American Institute of Certified Public Accountants and SC Association of CPAs. Ms. Bane routinely conducts Financial Literacy Seminars in the community for local churches, civic organizations and employers.
With the addition of Ms. Bane, there are six Employee Owners of the firm, including Walter B. Todd, President/CIO; John R. Decker, Director of Equity; Brian L. Disher, Director of Wealth Management; John D. Wiseman, Director of Fixed Income; and Denise H. Lollis, Chief Operating/Chief Compliance Officer. TCB Corporation, the holding company for Countybank, is the firm’s corporate partner.
Founded in 1983 in Greenwood, South Carolina, Greenwood Capital specializes in institutional asset management and wealth management. With specialized teams for Wealth and Investment services, Greenwood Capital offers 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 is one of the largest independent investment firms in the Southeast (source SEC ADV 1A), managing more than $1.4 billion in assets nationwide.
To learn more about Greenwood Capital, visit http://www.greenwoodcapital.com