Quintin A. Pile, a Private Client Advisor with Greenwood Capital, has earned the CERTIFIED FINANCIAL PLANNER TM designation and is authorized by the Certified Financial Planner Board (CFP® Board) to use the CFP® mark in accordance with its requirements and Code of Ethics.
The CFP® mark identifies those individuals who have met the rigorous experience and ethical requirements of the CFP® Board, having successfully completed financial planning coursework and passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals must uphold CFP® Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards and meet ongoing continuing education requirements in order to maintain their annual designation.
“The culture at Greenwood Capital revolves around serving our clients,” said Mr. Pile. “The CERTIFIED FINANCIAL PLANNER™ designation is the gold standard in the financial planning industry, and I believe it brings immense value to the clients we serve.”
Brian L. Disher, Director of Wealth Management at Greenwood Capital, is honored to have Mr. Pile on the Wealth Team and to share this accomplishment with clients and the community. “Earning this designation is a testament to the dedication Quintin has toward helping clients seek to meet their goals,” said Mr. Disher. “His financial planning knowledge will further propel our client service goal to provide peace of mind in regards to life’s financial decisions.”
Pile stated, “Currently, with four CFP®s on our team, this designation enhances the education and knowledge to solve our clients’ personal and unique goals, collaboratively. I love working for a firm that never settles, values education, and continuously innovates.”
Located in the Downtown Greenville offices, Mr. Pile joined the Greenwood Capital team in July 2019 with more than three years’ experience in the investment industry. As a Private Client Advisor, Mr. Pile will continue to provide a holistic approach to wealth management, nurturing and cultivating relationships with high-net worth individuals, foundations, and endowments, towards achieving wealth goals.
Founded in 1983 in Greenwood, South Carolina, Greenwood Capital specializes in institutional asset management and wealth management. With specialized teams for Wealth and Investment services, Greenwood Capital offers a variety of services for the individual as well as institutional clientele. Using a top down approach and direct experience in managing proprietary investment strategies, Greenwood Capital has been recognized as one of the largest independent investment firms in the Southeast, managing more than $1.2 billion in assets nationwide.
To learn more about Greenwood Capital, visit http://www.greenwoodcapital.com