3321 Forest Drive,
Investment Advisor Representative
David began his career in the financial services industry in 1981. Prior to that, he received a B.S. in Business Administration from the University of South Carolina. In an effort to better himself and provide a better service to his...
Zach is a graduate of the University of South Carolina from the Moore School of Business with a B.S. in Business Administration with a focus in Finance. He has been with David's practice since 2012, where he started out as a Life...
Dorothy has been with Milestone Wealth Advisors since 2022. She is currently a student at the University of South Carolina pursuing a degree in Criminal Justice and minoring in Business Administration. Dorothy was born and raised in...