Brian Blackwelder, Cfp® Email and Phone Number
Brian joined Anchor Investment Management in May of 2021 after serving in the financial services section of the banking industry. He brings over 25 years of financial experience to the team of Anchor Management, with expertise in many areas ranging from mortgage advice to wealth management. Brian uses a team-based approach for customizing his clients’ portfolios, leveraging the collective gifts and talents of his colleagues at Anchor Management to create individualized long-term investment strategies.In 1996, Brian graduated from Presbyterian College with a double major in business administration and accounting. Soon after, he started his career in Columbia. He learned early in his professional experience to always put the client first and work hard to help them meet their financial goals. He also believes in maintaining a positive outlook in the face of adversity.Brian is an avid sports enthusiast, and having played soccer in college, he has enjoyed coaching his three children in the sport for over 20 years. He serves the community through the non-profit Welvista as past chairman of its board, and he attends Eastminster Presbyterian Church where he has filled several roles to advance its missions of local and international outreach.
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Senior Relationship ManagerAnchor Investment Management, LlcColumbia, Sc, Us -
Senior Relationship ManagerAnchor Investment Management, Llc May 2021 - PresentColumbia, South Carolina, United StatesI work on the financial planning team at Anchor and help individuals and families create and implement a financial plan. There is no "one size fits all" solution, so it's critical to listen to the unique goals and needs of every client. -
Mortgage Loan OfficerFirst Palmetto Bank Aug 2020 - Apr 2021Columbia, South Carolina, United StatesAssisted borrowers with financing solutions on home purchases and refinances. -
Team Leader / SvpSouthern First Bank Apr 2018 - Jan 2020Columbia, ScConsumer and commercial banker for Southern First Bank -
Commercial Lending OfficerCrescom Bank May 2017 - Apr 2018 -
Business BankerWells Fargo Sep 2012 - Apr 2017Columbia, Sc -
Private BankerFirst Citizens Bank Mar 2003 - Aug 2012Columbia, Sc -
BankerWachovia Bank Jun 1996 - Feb 2003Columbia, Sc
Brian Blackwelder, Cfp® Education Details
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Accounting And Business/Management
Frequently Asked Questions about Brian Blackwelder, Cfp®
What company does Brian Blackwelder, Cfp® work for?
Brian Blackwelder, Cfp® works for Anchor Investment Management, Llc
What is Brian Blackwelder, Cfp®'s role at the current company?
Brian Blackwelder, Cfp®'s current role is Senior Relationship Manager.
What schools did Brian Blackwelder, Cfp® attend?
Brian Blackwelder, Cfp® attended Presbyterian College.
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