Greenwood Capital announced the addition of Callie Bradshaw to the client service team as a Private Client Specialist for the Downtown Greenville office, located at 201 W. McBee Ave. In this role, Callie is dedicated to supporting both clients and advisors in their day-to-day account servicing needs, while also focusing on Greenwood Capital’s overarching goal to guide clients through their financial life planning.
“In her first month at the office, Callie has proven to be intuitive and diligent,” said Brian L. Disher, Director of Wealth Management. “She will do a tremendous job in ensuring our clients have a top-notch experience.”
Callie joins Greenwood Capital with one year of industry-specific experience as a financial service representative. When asked about how she approached the job, Callie said she “values taking each day as a new opportunity to put a smile on someone’s face.”
Greenwood Capital has continued to expand their services across the Upstate. As Walter B. Todd, President and CIO, said, “We are excited to add Callie’s client service skills and expertise to our wealth team in Greenville as we continue to grow our financial planning and wealth management business in South Carolina and beyond.”
Callie is a proud Clemson University graduate with a B.S. in Financial Management. She previously worked with E*Trade where she earned her SIE, Series 7, and Series 63 certifications. In the past, Callie has volunteered with Junior Achievement to introduce young students to financial literacy and entrepreneurship. She believes education is empowerment and introducing children to money-management skills is a first step to future success.
About Greenwood Capital
Founded in 1983 in Greenwood, South Carolina, Greenwood Capital specializes in investment advisory and management services, offering a variety of services for the individual as well as institutional clientele. Greenwood Capital is recognized as one of the largest independent investment firms in the Southeast, managing $1.5 billion in assets nationwide. Prior to 2001, Greenwood Capital Associates and the term “Firm” refers to Greenwood Capital Associates, Inc. (GCAI) which was established in 1983. On or about June 29, 2001, Greenwood Capital Associates, LLC acquired substantially all the assets of GCAI, a sub-chapter S corporation. Greenwood Capital Associates, LLC registration dates back from 2001.