Dennis Coleman, MBA
Managing Director – Investments
(843) 727-2623
dennis.coleman@wfadvisors.com
Thomas Dunleavy, CRPS
Senior Vice President – Investments
(843) 727-2638
thomas.dunleavy@wfadvisors.com
Anne Shore
Senior Registered Client Associate
843-805-6456
anne.shore@wfadvisors.com
Personalized financial strategies with a broad range of investment choices
A Financial Advisor who takes the time to listen and understand your individual needs
Support from a talented force of market analysts, investment planning specialists and portfolio managers
Call us today to start a conversation
R Scott McKenzie, Jr, MBA
Senior Vice President – Investment Officer
(843) 727-2616
scott.mckenzie@wfadvisors.com
Ashley L. Baker, CFP
Financial Advisor
(843) 727-2637
ashley.l.baker@wfadvisors.com
Robert Blitch
Vice-President-Senior Registered Client Associate
843-849-3326
robert.blitch@wfadvisors.com
Investment and Insurance Products: NOT FDIC Insured NO Bank Guarantee MAY Lose Value
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