Brian Blackwelder, Cfp®

Brian Blackwelder, Cfp® Email and Phone Number

Senior Relationship Manager @ Anchor Investment Management, LLC
Columbia, SC, US
Brian Blackwelder, Cfp®'s Location
Columbia, South Carolina, United States, United States
About Brian Blackwelder, Cfp®

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.

Brian Blackwelder, Cfp®'s Current Company Details
Anchor Investment Management, LLC

Anchor Investment Management, Llc

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Senior Relationship Manager
Columbia, SC, US
Brian Blackwelder, Cfp® Work Experience Details
  • Anchor Investment Management, Llc
    Senior Relationship Manager
    Anchor Investment Management, Llc
    Columbia, Sc, Us
  • Anchor Investment Management, Llc
    Senior Relationship Manager
    Anchor Investment Management, Llc May 2021 - Present
    Columbia, South Carolina, United States
    I 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.
  • First Palmetto Bank
    Mortgage Loan Officer
    First Palmetto Bank Aug 2020 - Apr 2021
    Columbia, South Carolina, United States
    Assisted borrowers with financing solutions on home purchases and refinances.
  • Southern First Bank
    Team Leader / Svp
    Southern First Bank Apr 2018 - Jan 2020
    Columbia, Sc
    Consumer and commercial banker for Southern First Bank
  • Crescom Bank
    Commercial Lending Officer
    Crescom Bank May 2017 - Apr 2018
  • Wells Fargo
    Business Banker
    Wells Fargo Sep 2012 - Apr 2017
    Columbia, Sc
  • First Citizens Bank
    Private Banker
    First Citizens Bank Mar 2003 - Aug 2012
    Columbia, Sc
  • Wachovia Bank
    Banker
    Wachovia Bank Jun 1996 - Feb 2003
    Columbia, Sc

Brian Blackwelder, Cfp® Education Details

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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