Taylor Tenison Stokes CFA
Mr. Stokes is primarily responsible for the firm’s investment strategy and portfolio construction. Mr. Stokes has over 30 years of experience in the investment advisory industry. He is a graduate of the University of South Carolina where he earned a Bachelor's in Business Administration, Finance and an MBA from the Darla Moore School of Business. Mr. Stokes is a Chartered Financial Analyst and holds a Series 65 Uniform Investment Adviser License. He resides in Greenwood, SC and is married to his wife of over 30 years, Cindy and has two adult children. Mr. Stokes is an accomplished musician and enjoys mountain biking, snow skiiing, golf and spending time with the family.
Cynthia J. Stokes
Cindy is primarily responsible for client services and performs various administrative duties for the firm. She is a graduate of the University of South Carolina with a degree in Journalism and Mass Communications.
Lynda J. Dowis
Lynda is responsible for the day to day operations for the firm. In addition, she performs various administrative duties as well as assisting clients with account servicing needs. Lynda brings over 25 years of Trust/Investment operations and administrative experience to the firm. Her work experience includes Director of Trust Operations for Park Sterling Bank Wealth Management and Trust Operations Manager for County Bank Trust Services.
