Advisory ServicesWealth Management
Taking StockOur ServicesTeam MembersResources
You've heard it before...our people are our most valuable resource. And that's exactly what we think about the Elliott Davis Wealth Management team members. Professional, experienced and focused, our people are committed to delivering the highest level of client service available anywhere.Take a few minutes to learn more about our key professionals and the expertise and insight they bring to the table.
Jeremy is an equity partner of EDWM and has been with the firm since its inception in 1999. He holds a B.S. in finance and a Master of Accountancy from the University of South Carolina. He has over 15 years of experience providing investment, tax, and business valuation services. Jeremy is active in a number of organizations and is president of the SC Jump$tart Coalition for Personal Financial Literacy. He resides in Greenville with his wife and three children.
Mei has over 20 years of experience in accounting, tax and investment advisory services. She is responsible for developing financial plans, portfolio design and monitoring client reviews and is the firm's corporate retirement plan specialist. She holds a Bachelors of Commerce from Memorial University, Canada. Mei serves in leadership positions in the community and is the Finance Chairperson of First United Methodist Church in Easley.
Wes has nine years of corporate and personal finance advisory experience. Areas of expertise include individual retirement planning, portfolio management and strategic advisory services for businesses and business owners. He received his B.S. from the U.S. Naval Academy and his M.S.B. in finance from Johns Hopkins University. Wes is actively involved with several local organizations and is a Commander in the U.S. Navy Reserve.
Pat is an Accredited Asset Management Specialist (AAMSSM) through the College for Financial Planning. She brings over 30 years of financial experience to our team, having built her career in both investments and banking. Pat specializes in portfolio evaluation and client support. She is a graduate of Leadership Anderson and the South Carolina Bankers School.
Nancy holds a B.S. degree in business management from Carson-Newman College. She is a valuable team player with several years experience as a customer service representative and an accounting specialist in the life insurance industry. Her attention to detail and excellent follow through skills are essential to providing the quality service that our clients expect. Nancy primarily provides operational and client support for our organization.
