Our Team

MANAGEMENT TEAM

John W. Chidwick

Managing Partner, SWS Senior Wealth Advisor, RJFS

John W. Chidwick

Managing Partner, SWS Senior Wealth Advisor, RJFS

John, who co-founded StoneStreet Wealth Management in 2015, started his career in 1999 as a wholesaler with the Hartford PLANCO Group. He became a leader in wholesaling, which led to his move to Lincoln Financial Group where he became Divisional Sales Manager. Shortly thereafter, he was promoted to National Sales Manager and Head of Fixed Sales. After years of managing multi-billion dollar businesses and constant traveling, John decided to stop working for Wall Street and start working for Main Street by joining with Ealon S. “Tripp” Thompson III to found StoneStreet Wealth Management in historic downtown Mooresville, North Carolina.
It is the mission of StoneStreet to help individuals and families to achieve their financial goals. To achieve this mission, John and Tripp consistently utilize their years of experience working together calling on the brokerage industry. This professional partnership is built upon their combined strengths and serves their clients well.
John received his Bachelor of Science in Marketing and Management from Kutztown University in 1992. He also graduated from the Securities Industry Institute sponsored by SIFMA and the Wharton School in 2014. He is married and has two teenage children, whom he loves to coach on various sports fields and off. In between coaching his children, John continuously researches finance to best serve his clients.

Chip Munn

Managing Partner, SWS Senior Wealth Advisor, RJFS

Chip Munn

Managing Partner, SWS Senior Wealth Advisor, RJFS

Chip is a Magna Cum Laude graduate of Clemson University, where he earned a degree in education and was selected as an Academic All American by USA Today[1]. He began his career in finance as a financial consultant with Wheat First Union in 1998. He specializes in retirement and education planning and the transfer of wealth among generations. In 2015, Chip was ranked among the top 10 regional advisors under the age of 40 by On Wall Street magazine[2]. This list, comprised of advisors from regional brokerage firms, recognizes advisors whose practices are the best in their field nationally.  Chip lives in Florence with his family. His community service credentials include secretary of the McLeod Foundation Board and a member of the Florence Downtown Development Board.  He has also held as past board positions with the Florence Family YMCA and The School Foundation.

[1] The All-USA College Academic Team honors full-time undergraduates who not only excel in scholarship but also extend their intellectual abilities beyond the classroom to benefit society. Criteria include grades, academic rigor, leadership, activities and most important, the student's essay describing his or her most outstanding intellectual endeavor done while in college.

[2] Each year On Wall Street ranks the highest-producing advisers in wealth management who are under 40. Several hundred candidates were considered and 10 were chosen to receive the award. Finalists had to be no older than 39 as of Dec. 31, 2015 and be employed at a major, leading regional brokerage firm. Trailing 12-month production as of 9/30/15 is then used to compile the ranking. AUM may also be taken into account. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. On Wall Street is not affiliated with Raymond James.

Scott Whitley

Managing Partner, SWS Registered Principal, RJFS

Scott Whitley

Managing Partner, SWS Registered Principal, RJFS

Scott completed his undergraduate studies at Winthrop University and his graduate work at East Carolina University. He began his financial services career as an investment representative with Edward Jones in 1989. In 1995, Scott joined Raymond James as a Branch Manager in the Greenville, SC area.

In twenty two years with Raymond James, he’s also served in advisor facing roles, including as Vice President of Business Development and Regional Director of the Mid-Atlantic Region. In 2016, Scott joined Signature Wealth Strategies as a Founding and Managing Partner and serves as the organizations Registered Principal. In this role, Scott focuses on developing systems and programs that help our advisors serve their clients effectively and efficiently.

As a long time team member at Raymond James, he uses his extensive knowledge of the firm’s resources to enhance the overall experience for Signature Wealth Strategies’ advisors and clients.

WEALTH MANAGEMENT TEAM

AllCharlotte NCFlorence SCGreenville SCMooresville NC

Chip Munn

Managing Partner, SWS Senior Wealth Advisor, RJFS

Chip Munn

Managing Partner, SWS Senior Wealth Advisor, RJFS

Chip is a Magna Cum Laude graduate of Clemson University, where he earned a degree in education and was selected as an Academic All American by USA Today[1]. He began his career in finance as a financial consultant with Wheat First Union in 1998. He specializes in retirement and education planning and the transfer of wealth among generations. In 2015, Chip was ranked among the top 10 regional advisors under the age of 40 by On Wall Street magazine[2]. This list, comprised of advisors from regional brokerage firms, recognizes advisors whose practices are the best in their field nationally.  Chip lives in Florence with his family. His community service credentials include secretary of the McLeod Foundation Board and a member of the Florence Downtown Development Board.  He has also held as past board positions with the Florence Family YMCA and The School Foundation.

[1] The All-USA College Academic Team honors full-time undergraduates who not only excel in scholarship but also extend their intellectual abilities beyond the classroom to benefit society. Criteria include grades, academic rigor, leadership, activities and most important, the student's essay describing his or her most outstanding intellectual endeavor done while in college.

[2] Each year On Wall Street ranks the highest-producing advisers in wealth management who are under 40. Several hundred candidates were considered and 10 were chosen to receive the award. Finalists had to be no older than 39 as of Dec. 31, 2015 and be employed at a major, leading regional brokerage firm. Trailing 12-month production as of 9/30/15 is then used to compile the ranking. AUM may also be taken into account. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. On Wall Street is not affiliated with Raymond James.

John W. Chidwick

Managing Partner, SWS Senior Wealth Advisor, RJFS

John W. Chidwick

Managing Partner, SWS Senior Wealth Advisor, RJFS

John, who co-founded StoneStreet Wealth Management in 2015, started his career in 1999 as a wholesaler with the Hartford PLANCO Group. He became a leader in wholesaling, which led to his move to Lincoln Financial Group where he became Divisional Sales Manager. Shortly thereafter, he was promoted to National Sales Manager and Head of Fixed Sales. After years of managing multi-billion dollar businesses and constant traveling, John decided to stop working for Wall Street and start working for Main Street by joining with Ealon S. “Tripp” Thompson III to found StoneStreet Wealth Management in historic downtown Mooresville, North Carolina.
It is the mission of StoneStreet to help individuals and families to achieve their financial goals. To achieve this mission, John and Tripp consistently utilize their years of experience working together calling on the brokerage industry. This professional partnership is built upon their combined strengths and serves their clients well.
John received his Bachelor of Science in Marketing and Management from Kutztown University in 1992. He also graduated from the Securities Industry Institute sponsored by SIFMA and the Wharton School in 2014. He is married and has two teenage children, whom he loves to coach on various sports fields and off. In between coaching his children, John continuously researches finance to best serve his clients.

Scott Whitley

Managing Partner, SWS Registered Principal, RJFS

Scott Whitley

Managing Partner, SWS Registered Principal, RJFS

Scott completed his undergraduate studies at Winthrop University and his graduate work at East Carolina University. He began his financial services career as an investment representative with Edward Jones in 1989. In 1995, Scott joined Raymond James as a Branch Manager in the Greenville, SC area.

In twenty two years with Raymond James, he’s also served in advisor facing roles, including as Vice President of Business Development and Regional Director of the Mid-Atlantic Region. In 2016, Scott joined Signature Wealth Strategies as a Founding and Managing Partner and serves as the organizations Registered Principal. In this role, Scott focuses on developing systems and programs that help our advisors serve their clients effectively and efficiently.

As a long time team member at Raymond James, he uses his extensive knowledge of the firm’s resources to enhance the overall experience for Signature Wealth Strategies’ advisors and clients.

Ealon S. “Tripp” Thompson III, CFS

Founding Partner, SWS Senior Wealth Advisor, RJFS

Ealon S. “Tripp” Thompson III, CFS

Founding Partner, SWS Senior Wealth Advisor, RJFS

In 2015, Tripp co-founded StoneStreet Wealth Management. Tripp began his career in 1996 as a Financial Advisor with AG Edwards. In 1999, he transitioned to the institutional side of the business and was consistently one of the top wholesalers with The Hartford, The Phoenix Companies, AIG’s SunAmerica, and The AXA company. Following these successes, Tripp was recruited into management by Lincoln Financial in 2007. His drive and knowledge of the business allowed him to rise to the position of Divisional Sales Manager for the Northeast and Southeast divisions. Tripp joined with John W. Chidwick to found StoneStreet Wealth Management in historic downtown Mooresville, North Carolina. It is the mission of StoneStreet to help individuals and families achieve their financial goals. It is through their years of experience working together calling on the brokerage industry that John and Tripp are able to deliver on this mission. Tripp graduated from the University of South Carolina in 1992 with a bachelor’s degree in Sports Administration. Tripp has been married to Vicki for over 27 years and they have two teenage children. In his spare time, Tripp enjoys watching his kids play sports and continually reading information on the financial markets around the world.

Lewis Butler

Founding Partner, SWS Senior Wealth Advisor, RJFS

Lewis Butler

Founding Partner, SWS Senior Wealth Advisor, RJFS

Lewis is a native of Myrtle Beach, SC. He received a Bachelor’s of Science Degree from Wofford College in Spartanburg, SC. He began his career with Robert W. Baird in Minneapolis, MN as an Investment Officer. He later moved back to Myrtle Beach and became a Limited Partner with J.C. Bradford. A few years later he progressed to a Senior Vice President at First Union Securities until eventually joining the practice at Hilliard Lyons as a Senior Vice President in 2001. At Signature, Lewis oversees client portfolios for many of our clients located on the coast. Outside of work, Lewis is very involved in helping troubled youths and adults struggling with addiction and as such he serves on the Board of the Myrtle Beach Alano Club and Coastal Recovery Center. Lewis spends the rest of his time with his friends and family in the great outdoors. He enjoys traveling to Nebraska where he hunts ducks and geese as well as to Costa Rica where he is an avid surfer. Lewis and his wife Cathy enjoy exercise and practicing yoga, living and teaching healthy lifestyle habits to their daughters Brooke and Taylor.

Scott Mitchell, AAMS ®

Founding Partner, SWS Senior Wealth Advisor, RJFS

Scott Mitchell, AAMS ®

Founding Partner, SWS Senior Wealth Advisor, RJFS

Scott is a cum laude graduate of Wake Forest University School of Business. He received additional training from the College of Financial Planning and earned the accreditation of Accredited Asset Management Specialistsm as well as earning the Accredited Investment Fiduciary® designation.  Scott began his career at Southern National Bank. He then joined his father, Bob Mitchell, at First Union Securities for six years. At Signature, Scott directs investment strategy for the team and oversees the research and management of individual stocks, bonds and mutual funds. Scott lives in Florence with his wife and two children. He is a member and past President of St. Luke Lutheran Church, member and past President of the Florence Rotary Club, and on the board of directors of the Pee Dee Area Big Brothers and Big Sisters.

Quincy Kennedy

Registered Principal, RJFS Senior Wealth Advisor, RJFS

Quincy Kennedy

Registered Principal, RJFS Senior Wealth Advisor, RJFS

Quincy is a native of Williston, SC and has been a Florence resident for over 30 years. Before moving to Florence he lived and worked in Columbia, SC. He attended the University of South Carolina where he earned both a Bachelor of Science in Finance and a Master’s in Business Administration. He has worked in the financial services industry for over 38 years, with extensive experience in both commercial banking and investments.

Richard B. Megorden II, CLU

Senior Wealth Advisor, RJFS

Richard B. Megorden II, CLU

Senior Wealth Advisor, RJFS

In 1991, Dick co-founded CP&S /Russell Advisors, the first Frank Russell Company advisory office in Charlotte, NC. Dick is a veteran of the financial services industry, having started his career in March of 1968 with the Ding’s Agency of Connecticut Mutual Life. He became an agency supervisor in 1972 and six years later began his investment –counseling career with Connecticut Mutual Life.

Dick began to specialize in investment planning and served as a Series 7 registered representative of Integrated Resources Equity Corporation. In 1990, he began laying the foundation to operate as a registered investment advisor of CP&S/Russell Advisors. He joined IFG/Russell Advisors, Inc. in 1995.

In 1970, Dick graduated from the University of North Carolina at Charlotte with a BA in History, after earning honors in his major both his junior and senior years. He received his Chartered Life Underwriter Degree from the American College of Life Underwriters of Bryn Mawr, PA in 1972.

Dick is responsible for designing the prototypes of many of the point of sale pieces currently employed by Russell Advisor Representatives worldwide. He has been a lecturer in professional circles and a provider of continuing education to Certified Public Accountants.

Dick and his wife, Kitty, reside in Charlotte, NC. They have a daughter and granddaughter who also live in the Charlotte area.

William W. Roberts

Senior Wealth Advisor, RJFS

William W. Roberts

Senior Wealth Advisor, RJFS

Bill began his consulting career with Robinson Humphrey / American Express. Following the merger of Robinson Humphrey with Shearson / American Express, Lehman Brothers and E.F. Hutton, Bill was a First Vice President of the new Shearson Lehman Hutton Organization and led the Southeastern U.S. in conservative financial planning activities. Bill moved his Financial Services practice to Raymond James and Associates in 1988 and he opened an independent office with Raymond James Financial Services where he has been a perennial member of the Executive Council for 27 years.*

A graduate of the University of Tennessee, Bill earned his Master of Business Administration degree from a joint program of Clemson University and Furman University.

Bill is married with two children, and six wonderful grandchildren. He has over thirty years experience, and is close to entering his fourth decade in the Financial and Investment industry. Bill and his wife, Judy, are busy in family life and are members of Covenant UMC Church.

 

*Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.

Jensen Seear

Wealth Advisor, RJFS

Jensen Seear

Wealth Advisor, RJFS

Jensen Seear is a Greenville, SC native. Jensen is an Honors Graduate of Anderson University in Anderson, SC where he received a degree in Business Management and a degree in Marketing. Jensen is a member of Kiwanis International and First Baptist Church where he serves on both the Deacon Board and as chairman of the Stewardship Committee. He also serves on the board of the YMCA and Young Professionals in addition to serving as President of Leadership Florence. Jensen is also a Candidate for CFP®, having completed all of the necessary coursework to receive the designation in July 2017.

Bobbie Adkins

Director of Marketing

Bobbie Adkins

Director of Marketing

Bobbie is a hybrid designer, developer, and online systems architect.  This unique skillset makes her a Marketing Powerhouse.

At just 20 years old she started her first business.  After becoming a top producer in Tennessee real estate, she progressed to an investor and naturally transitioned to a career in marketing.  She has years of experience working behind the scenes with internationally recognized marketing agencies.

Bobbie is an accomplished, self-taught quick-starter.  She learned to create. She learned to code. She learned to cultivate communities of empowered entrepreneurs.

Bobbie lives on the South Carolina coast with her husband and three young children where they enjoy laid back island living and exploring nature.

Todd I. Hogue

Relationship Manager

Todd I. Hogue

Relationship Manager

Todd joined StoneStreet Wealth Management in April 2016. After teaching high school and middle school math, Todd decided it was time to explore new opportunities. Asset management was a perfect fit; combining his strong desire to help people in the community with an aptitude for numbers.

Thomas Kennedy

Relationship Manager

Thomas Kennedy

Relationship Manager

Thomas Kennedy is a recent graduate of The Citadel, where he majored in Business Administration with a concentration in Accounting. Most recently, he worked at Moore Beauston Woodham as a staff accountant with duties in both the Audit and Tax department. Prior to that, he worked at Price Waterhouse Coopers as an Anti-Money Laundering Specialist, working on a look back project for an international bank client. His community service credentials include serving on the Eastern Carolina Community Foundation board, Graduate of Leadership Hartsville, and an active member in the Florence Kiwanis group. Thomas enjoys pulling for Citadel athletics, boating, and hunting.

Zach Hearne

Relationship Manager

Zach Hearne

Relationship Manager

Zach is a Florence, SC native and a graduate of Francis Marion University. Prior to joining Signature Wealth Strategies, Zach spent time in marketing at First Reliance Bank and running his own marketing consulting company. Zach is active in his church, the Florence Baptist Temple and the West Florence Rotary Club. As a Relationship Manager for Signature Wealth Strategies, Zach’s focus is on developing investment and planning documents for our Wealth Advisors and their clients.

Tracy C. Langley

Practice Manager and Registered Client Service Associate

Tracy C. Langley

Practice Manager and Registered Client Service Associate

Tracy Langley is originally from Allentown, PA and holds an Associate’s Degree in Accounting from Florence Darlington Technical College. After graduating in 1996 she began her career at UBS Financial Services in Chattanooga, TN and quickly became one of the senior “registered customer service associates” (CSA) at her UBS branch. She joined the team in Florence, SC in July of 2007 and served as Branch Operations Manager. At Signature, Tracy serves as the practice manager and oversees the administrative staff and firm operations.  She is also a Registered Client Service Associate helping to deliver concierge level service to our clients. Tracy holds her series 7, 63 and 65 licenses. When Tracy is not working she spends her time with husband and child.

Susie Hudgins

Office Manager, RJFS

Susie Hudgins

Office Manager, RJFS

Susie has worked with Richard “Dick” Megorden since April 1997. When Dick sought to increase the value proposition of his practice by partnering with StoneStreet Wealth Management in April 2016, Susie was an integral part of this alliance. She began her career in banking as a customer service representative and later pursued a career in accounting, working in management and administrative roles with two local accounting firms specializing in small business accounting including corporate, individual, and partnership tax preparation. In 1994, Susie accepted a position in the corporate accounting division of a local manufacturing company and was instrumental in implementing a new payroll system, managing payroll for 250+ employees, and traveled with the accounting team to conduct inventory control audits throughout the year.
Susie believes her years of experience in these areas have been of great benefit in her role with StoneStreet and their continued partnership with Dick Megorden. Susie’s primary responsibilities include overseeing the operations of the Charlotte and Mooresville offices and most importantly building relationships and providing the highest level of customer service to meet the needs and expectations of their clients; many of whom she has worked with for over 20 years.

Tricia Vasil

Client Service Associate

Tricia Vasil

Client Service Associate

Tricia has worked with Richard “Dick” Megorden since May 2007. Initially working part time, her experience and work ethic proved to be immensely valuable to the company and she was offered a full-time position in order to help facilitate Dick’s partnership with StoneStreet Wealth Management, as well the transition to Raymond James Financial Services.

Danielle Gainey

Client Service Associate

Danielle Gainey

Client Service Associate

Danielle Gainey is a native of Darlington, SC. Before joining the team in 2014, she worked at Palmetto Government Benefits Administration for seven years and McLeod Regional Medical Center for seven years. At Signature, Danielle holds a Bachelor of Science from Limestone College, where she completed a triple major in Business, Business Management and Marketing.  Danielle serves as a Client Service Associate assisting Wealth Advisors in coordinating our clients' financial affairs.  She is a member of Central Baptist Church in Darlington, SC. In her spare time she enjoys running, spending time with her family, as well as photography. Danielle also enjoys helping the children at St. Jude Children’s Research Hospital.

Taylor Brown

Client Services Manager

Taylor Brown

Client Services Manager

Taylor Brown is a native to Timmonsville, SC and a recent graduate of Francis Marion University. Before joining the team in July 2017, she worked in the health care industry for 4 years. Her hobbies include cooking, watching sports, enjoying the outdoors with her chocolate lab, and spending time with her husband and family.

Judy Farina

Client Service Associate

Judy Farina

Client Service Associate

Judy Farina is originally from Detroit, Michigan and attended Mars Hill College in North Carolina.  She worked at Johnson Controls, Inc. for more than ten years where she started as an Accounts Payable Clerk and worked her way up to Service Department Project Manager.  After taking a brief part-time position when her son started school, she returned to the full time work force taking a position with a Financial Advisor under Consolidated Planning, Inc. She remained in this office until 2005 when she transferred to another Financial Advisor with the same company. During this time she earned her Life and Health Insurance License, her Property and Casualty Insurance License, her Annuity Certification, her Long Term Care Certification, and her Series 11 Investment License.She brings strong organizational skills and twenty plus years of experience to the Signature Wealth Team. When not at work, Judy enjoys spending time with her family and friends.

OUR LEGACY

In 1970, Bob Mitchell* left the FBI to begin his investment career at Johnson, Lane, Space, Smith & Company. During his career, Bob helped clients navigate the high interest rates of the late 70s and Black Monday in 1987. He developed a conservative investment style that com­bined both fundamental and technical research, including tracking point-and-figure charts by hand. While this philosophy has evolved, its tenets still underpin the practice’s investment methodology today. Bob retired from the team at First Union Securities in August 2001 and lives in Florence, SC with his wife, Arline.

*Bob Mitchell is not affiliated with Raymond James.

Download 5 Benefits of a Signature Life Plan

Let's Talk

Schedule a call

Securities offered exclusively through Raymond James Financial Services, Inc., member FINRA/SIPC | Privacy Policy
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
© 2017 Raymond James Financial Services, Inc., member FINRA/SIPC | Privacy Policy
Signature Wealth Strategies is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Created by Agency boon - © copyright 2017

Get a clear picture of the things
that are most important to you!

Use this workbook to:

DOWNLOAD REAPING
A REWARDING RETIREMENT

  • This field is for validation purposes and should be left unchanged.
×

DOWNLOAD 50 FINANCIAL TERMS

  • This field is for validation purposes and should be left unchanged.
×