Chief Executive Officer, SWG
Senior Wealth Advisor, RJFS
How do you empower your clients to live their Signature Life?
By first listening and really understanding the unique situation of each client, and then having informative conversations to help them negotiate between the life they want to live now and the life (and wealth) they would like to build for their future. My role is to guide them toward a customized, detailed plan for their Signature Life. I specialize in retirement, education planning, and the transfer of wealth. Seeing my clients fulfilling their dreams and living their best lives is what drives me.
What does your life look like outside of the office?
I live in Florence, SC with my wife, Trish, and our four sons - Christian, Carson, Hampton, and Turner. In the community, We love traveling and are BIG fans of Clemson Football. I am an active board member of the Florence Downtown Development Corporation and The Greater Florence Chamber of Commerce. In the past, I've held board positions with the Florence Family YMCA, The School Foundation and the McLeod Health Foundation. I’m passionate about and proud of the growth of our Florence and support it any way that I can.
What can you tell us about your professional journey?
After graduating Magna Cum Laude from Clemson University, earning a degree in education, I was selected as an Academic All American by USA Today. Though I began my career as a teacher in a formal education setting, I quickly realized that my teaching skills could translate into a career in wealth management, and I transitioned into finance. In 2015, I was honored to be ranked among the Top 10 Regional Advisors Under 40 by On Wall Street magazine. Since then, as the CEO and Visionary of Signature Wealth, I've driven the growth of our practice from a small three-person team to a regional wealth management group with 30+ team members thriving in more than 10 local communities.
Chip embraced his entrepreneurial spirit from a very young age, with ventures ranging from lemonade stands to being the only kid who would ‘rent’ out his jean jacket for a profit in the fifth grade.
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.
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.
Managing Your Money Doesn’t Have To Be Complicated
When you have a plan, you can make decisions confidently,
knowing that you're living your life intentionally.