Financial Managers

Anchor Investment Management, LLC

3205 Devine Street

Columbia, SC 29205

Phone: (803) 399-9383

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Asset Management & Planning

602 Meeting Street Suite C

West Columbia, SC SC 29169

Phone: 803.739.6311

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First Citizens

1212 Main Street

Columbia, SC 29201

Phone: (803) 931-1851

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Jan Jernigan — Morgan Stanley

1320 Main St.

Suite 800

Columbia, SC 29201

Phone: (803) 343-8948

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Palmetto Citizens Trust and Investment Services

Locations across Columbia and the Midlands, SC

Phone: (803) 376-2807

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South State Wealth

520 Gervais Street

Columbia, SC 29201

Phone: (803) 251-3551

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Synovus Private Wealth Management

1221 Main St.

Columbia, SC 29201

Phone: (803) 796-6887

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The Financial Knot

111 Stonemark Lane

Suite 104

Columbia, SC 29210

Phone: (803) 403-1308

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The Sturkie Wealth Management Group

5080 Sunset Blvd., Suite A

Lexington, SC , SC 29072

Phone: 803.386.0307

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