
Taylor Tenison Stokes CFA
Managing Director
(864) 450-9051
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.