Role listed
Palmetto Citizens Investment Services
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John Stackhouse Email & Phone Number
Vice President of Wealth Management at Palmetto Citizens Federal Credit Union
at
Palmetto Citizens Investment Services
1 work email found
@pbacolumbia.com
9 phones found area 803, 314, and 970
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President of Wealth Management at Palmetto Citizens Federal Credit Union
Location
Columbia, South Carolina Metropolitan Area, United States
Who is John Stackhouse? Overview
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Quick answer
John Stackhouse is listed as Vice President of Wealth Management at Palmetto Citizens Federal Credit Union at Palmetto Citizens Investment Services, based in Columbia, South Carolina Metropolitan Area, United States. AeroLeads shows a work email signal at pbacolumbia.com, phone signal with area code 803, 314, 970, and a matched LinkedIn profile for John Stackhouse.
John Stackhouse previously worked as Vice President of Wealth Management at Palmetto Citizens Federal Credit Union and Lead Finacial Advisor at Trustage. John Stackhouse holds Bs, Sport And Fitness Administration/Management from Newberry College.
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Email format at Palmetto Citizens Investment Services
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{first}@pbacolumbia.com
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AeroLeads found 1 current-domain work email signal for John Stackhouse. Compare company email patterns before reaching out.
Profile bio
About John Stackhouse
In today’s ever changing world, I serve as a resource to my clients to help form a strategy for anything where their life and financial affairs connect.My areas of focus are:401k Roll-Over’sRetirement Income StrategiesPersonal InsuranceTreasury and Cash ManagementSaving for EducationMy passions are spending time with my family, cooking, fishing, golfing, reading and attending sporting events.Community InvolvementSouth Carolina Real Estate Commission Term: 2011-2015, 2016-2019, 2019-PresentBabcock Center Board of Directors Term: 2012-2014, 2015-2017(Board Chair) 2017-2019(Board Chair), 2019-PresentConnect with me if:*You have recently changed jobs and want advice on your retirement plan options*You are nearing retirement and would like a no obligation comprehensive wealth strategy*Are currently working with an advisor and simply want a second opinion*You are a CPA or Attorney looking for a quality resource for your clientsIf you wish to contact me for business reasons, please use the following email address: john.t.stackhouse@lpl.com . I cannot respond to any communications or questions about the financial services industry via LinkedIn.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Palmetto Citizens Federal Credit Union and Palmetto Citizens Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Palmetto Citizens Investment Services, and may also be employees of Palmetto Citizens Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Palmetto Citizens Federal Credit Union or Palmetto Citizens Investment Services. Securities offered through LPL Financial Member FINRA/SIPCNot Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union| Deposits or Obligations | and May Lose ValueI am licensed to sell securities in the following states : SC, NC, FL, GA, AL, CA,CO,IL, LA,MI,OH,PA,TN,TX,VA
Listed skills include 401K Rollovers, Portfolio Management, Investments, Mutual Funds, and 29 others.
Current workplace
John Stackhouse's current company
Company context helps verify the profile and gives searchers a useful next step.
Palmetto Citizens Investment Services
AeroLeads page
13 roles
John Stackhouse work experience
A career timeline built from the work history available for this profile.
Vice President Of Wealth Management
Current
Sep 2022 - Present
Lead Finacial Advisor
Current
Sep 2022 - Present
Investment Advisor
Sep 2018 - Oct 2022
Financial Advisor- Partner
Modern Family Asset Management
Jun 2016 - Sep 2018
Financial Advisor
Oct 2013 - Jun 2016
Financial Advisor
May 2011 - Oct 2013
Assistant Vice President Commercial Banking
First South Bank
Commercial Banking Relationship Manager*Responsible for soliciting and servicing a variety of commercial loans. *Interviews applicants and recommends approval of customer applications for commercial loans.* Analyze applicant's financial status and credit to determine feasibility of granting loan request. *Approve loans within established lending limits or.
Jul 2010 - Jun 2011
Senior Product Sales Representative
*Responsible for following up on generated leads and converting them to new business, expanding existing business, servicing customers and promoting all Humana MarketPointe products and services.*File daily and weekly sales reports.*Review contracts and prepare daily paperwork.*Enroll new memberships and ensure member satisfaction through quality customer.
Sep 2009 - Jul 2010
Assistant Vice President Corporate Sales/ Treasury Managment
Calling on potential commercial and corporate banking customers within assigned territory * Making sales presentations to multiple decision-makers including C-suite* Establishing and nurturing corporate client relationships * Maintaining existing business and presenting new products * Preparing bids and price quotes * Provides support and service for the.
Jun 2005 - Sep 2009
Commercial Banking Relationship Manager
Commercial Banking Relationship Manager*Responsible for soliciting and servicing a variety of commercial loans. *Interviews applicants and recommends approval of customer applications for commercial loans.* Analyze applicant's financial status and credit to determine feasibility of granting loan request. *Approve loans within established lending limits or.
Jul 2003 - Jun 2005
Membership Sales Account Executive
File daily and weekly club revenue reports. *Review contracts and prepare daily paperwork. *Enroll new memberships and ensure member satisfaction through quality customer service. *Obtain, qualify and follow up on new leads. *Attend company training to learn sales and management techniques.
Dec 2001 - Jul 2003
Assistant Camp Director/ Coach
Sixers Camps
Responsible for reading applications and interviewing potential counselors * Employed and dismissed counselors * Organized and implemented activities for over 400 multi-national campers weekly. * Counseled up to 20 campers weekly in a live-in position. * Assisted in the contacting of NBA players to come in and talk to the campers.
Jan 1996 - Jan 2001
4 education records
John Stackhouse education
Bs, Sport And Fitness Administration/Management
Newberry College
Organizational Leadership
Synovus Leadership Institute
Banking, Banking
University Of South Carolina
General Studies
Cardinal Newman
FAQ
Frequently asked questions about John Stackhouse
Quick answers generated from the profile data available on this page.
What company does John Stackhouse work for?
John Stackhouse works for Palmetto Citizens Investment Services.
What is John Stackhouse's role at Palmetto Citizens Investment Services?
John Stackhouse is listed as Vice President of Wealth Management at Palmetto Citizens Federal Credit Union at Palmetto Citizens Investment Services.
What is John Stackhouse's email address?
AeroLeads has found 1 work email signal at @pbacolumbia.com for John Stackhouse at Palmetto Citizens Investment Services.
What is John Stackhouse's phone number?
AeroLeads has found 9 phone signal(s) with area code 803, 314, 970 for John Stackhouse at Palmetto Citizens Investment Services.
Where is John Stackhouse based?
John Stackhouse is based in Columbia, South Carolina Metropolitan Area, United States while working with Palmetto Citizens Investment Services.
What companies has John Stackhouse worked for?
John Stackhouse has worked for Palmetto Citizens Investment Services, Palmetto Citizens Federal Credit Union, Trustage, Cuso Financial Services L.P., and Modern Family Asset Management.
How can I contact John Stackhouse?
You can use AeroLeads to view verified contact signals for John Stackhouse at Palmetto Citizens Investment Services, including work email, phone, and LinkedIn data when available.
What schools did John Stackhouse attend?
John Stackhouse holds Bs, Sport And Fitness Administration/Management from Newberry College.
What skills is John Stackhouse known for?
John Stackhouse is listed with skills including 401K Rollovers, Portfolio Management, Investments, Mutual Funds, Wealth Management, Finance, Securities, and Asset Management.
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