New Financial Advisor Joins Elliott Davis Investment Advisors
July 21, 2010
CHARLESTON, SC – July 19, 2010 – Elliott DavisInvestment Advisors is pleased to announce that Nicholas Safrit hasjoined the firm as a financial advisor in the firm’s Charleston, S.C.office.
Safrit will focus on providing high net worth individuals withfinancial planning and portfolio management services.
Nico is a driven, client-focused advisor, who will be a great assetto our wealth management team, said Philip Brice, managing partner ofElliott Davis Investment Advisors. We look forward to growing ourpractice in the Charleston marketplace and helping our Lowcountryclients achieve their financial objectives.
With extensive experience, including most recently working as a vicepresident with Charles Schwab, Safrit holds AAMS (Accredited AssetManagement Specialist) and CFP (Certified Financial Planner)designations, as well as Series 7 and 66 licenses.
Safrit earned his B.A. from Southern Methodist University and his MBAfrom the University of Oregon.
About Elliott Davis Investment Advisors
Elliott Davis Investment Advisors is the investment advisory firmaffiliate of Elliott Davis, LLC, one of the largest accounting, tax andbusiness consulting firms in the Southeast. Elliott Davis InvestmentAdvisors creates objective and competent investment solutions that arecustomized to meet the needs of individuals, companies, endowments andfoundations. The range of services offered includes investmentconsulting to corporate retirement plans, high net worth individuals,endowments and foundations, financial and estate planning, and wealthmanagement. Elliott Davis Investment Advisors recommends consulting withappropriate tax counsel for tax related questions. For moreinformation, visit www.ediadvisors.com.
