Greenville, SC – FinTrust Investment Advisors and Broad Street Capital Advisors are pleased to announce their merger. On a combined basis, the firm serves as a fiduciary advisor to over $1.2 billion in client assets and advises over $1.6 billion in total client assets.
FinTrust Partner Allen Gillespie stated,
“The partners have had a strong relationship both personally and professionally for many decades, and regularly share ideas. The merger meets the four-part criteria the partners set out of serving the interests of our clients, our employees, our advisors, and our partners over the long-term.”
Partner Philip Brice added
“Delivering on our mission for clients requires credentialed and experienced professionals, and our combined firm will employee a staff of 39 professionals including four research analysts holding the Chartered Financial Analyst designation (CFA), accompanied by one junior analyst, five Accredited Investment Fiduciaries (AIF®), four Certified Financial Planners (CFP®), a CPA and a non-practicing CPA, and fixed income capital market specialist. Additionally our combined firm will be one of the largest retirement plan consulting groups in the southeast having advisors with decades of qualified plan experience. The merger also expands our office footprint in the southeast with offices in Athens and Macon Georgia, with future plans for an Atlanta office. In South Carolina we will have offices in Greenville, Anderson, and Charleston.”
FinTrust Investment Advisors is a South Carolina based financial services firm specializing in retirement and financial planning, investment management, retirement plan consulting, risk mitigation and capital markets. The FinTrust team of experienced professionals provides solutions to meet both individual and corporate client objectives.
FINANCIAL CONTACT: Allen Gillespie 864-288-2849