Charleston Investment Advisors – New Name, Deep History

Firm expands its team and its services.

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Charleston, SC (PRWEB) April 11, 2014

To better reflect the clients it serves and its growing team, Donald Bailey & Associates, a Charleston-based registered investment advisory firm, is now Charleston Investment Advisors. For over 30 years, Donald Bailey, the firms’ namesake, has provided investment advice and services to families and businesses throughout the low country. The firm will continue to provide a full suite of wealth-management solutions to individuals and small businesses, while leveraging the investment capabilities and talents of some of the nation’s leading economists and academics. Erica Smith, who has been with the firm for over five years, recently obtained the Certified Financial Planner™.

In addition, Stephanie Mackara joined the team at Charleston Investment Advisors as a Wealth Advisor. Stephanie is an experienced investment professional, formerly with Lockwood Advisors and most recently, Palladiem LLC, a Philadelphia-based investment management firm, where she was a partner. Stephanie will focus on working with clients to design, implement and maintain comprehensive wealth strategies for individuals, families and businesses.

About Charleston Investment Advisors
Charleston Investment Advisors’ mission is to help clients make the most of their financial lives. Located in Charleston, South Carolina, the firm provides personalized strategies that take into account all aspects of their clients’ financial lives and offers guidance and expertise to help them gain confidence in a more secure financial future.

For more details about the team and the services they provide, please visit http://www.charlestoninvestmentadvisors.com.

Charleston Investment Advisors is part of The Wealth Management Alliance LLC, a registered investment adviser. IRN TW 14-001 (Exp. 4/16).


Contact

  • William Chettle

    +1 646-285-4783
    Email