7715 Claudia Drive,
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
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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...
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...
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...