Financial Planners
in Charleston, South Carolina
Based in the Charleston area, our team at Beacon Pointe Advisors provides comprehensive wealth planning and customized investment strategies to assist clients with making well-informed, important life decisions related to their wealth.
171 Church Street, Suite 140, Charleston, SC 29401
(843) 790-7093
Connect with Us
Connect with One of Our Trusted Financial Planners in Charleston, SC
We are committed to guiding individuals, families, and professionals through the intricacies of their financial journey.
Financial Advisory Services Tailored to Your Needs
Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.
Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.
Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.
Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.
Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.
Investment Management
We offer customized investment solutions with diverse strategies on an open platform.
Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.
Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.
Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.
Meet Our Charleston Financial Planners & Advisors
Managing Directors
Joseph Schofield, III
Partner, Managing Director
Joseph (Joe) D. Schofield III, is a partner and managing director of Beacon Pointe’s South Carolina office with over 27 years of professional experience in advising high net worth families and business owners. Prior to joining Beacon Pointe Advisors, Joe was the Chief Executive Officer and Partner of CDA Group LLC, a boutique financial planning firm serving high net worth families and business owners. Joe’s primary responsibilities are advising clients on investment policy development, portfolio construction, asset allocation, risk management and wealth and estate transfer planning. Joe graduated from Clemson University in 1989 with a BS in Management.
Wealth Advisors
Candice Armstrong
Senior Tax Advisor
Candice offers tax planning, preparation, and full accounting services for the Beacon Pointe South Carolina office. Being an Enrolled Agent with the Internal Revenue Service and a licensed attorney in the state of South Carolina affords her the ability to remain up-to-date on the latest tax laws and updates, all the while keeping clients compliant. Prior to working at Beacon Pointe, Candice had more than fifteen years’ combined experience in the private and public accounting sectors, specializing in small business formation, accounting, planning, and tax preparation. In her free time, Candice enjoys traveling with her family and staying active through yoga practice.
Cooper Branham
Associate Wealth Advisor
Cooper is an Associate Wealth Advisor responsible for partnering with advisors to provide customized solutions to help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Prior to joining Beacon Pointe, Cooper attended Clemson University where he received a BS in Financial Management with an emphasis in Financial Planning and a Minor in Accounting. Outside of the office, Cooper enjoys golfing, traveling, and spending time with his friends and family.
Kent Giguere, Jr., CFP®, ChFC®
Partner, Senior Wealth Advisor
Kent Giguere, Jr. is a senior wealth advisor for Beacon Pointe’s South Carolina office and is responsible for partnering with Beacon Pointe’s investment, operations, and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Kent worked as Chief Operating Officer for CDA Group, a boutique financial planning firm serving high-net-worth families and business owners. Kent holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and Chartered Financial Consultant (ChFC®) designation. Kent graduated from Wofford College with a bachelor’s degree in Finance. In his free time, Kent enjoys hunting, golfing, and chasing his three boys around.
Peyton Steigerwald, CFP®
Wealth Advisor
Peyton is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Peyton graduated from Clemson University with a degree in Financial Management with an emphasis in Financial Planning and a minor in Accounting. Peyton is a CERTIFIED FINANCIAL PLANNER® (CFP®) designation holder. Outside of the office, Peyton enjoys playing golf and spending time with friends and family.
Quintin Pile, CFP®, CPA
Senior Wealth Advisor
Quintin A. Pile is a Senior Wealth Advisor in Beacon Pointe’s Greenville office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. With his Certified Public Accountant (CPA) background and CERTIFIED FINANCIAL PLANNER® (CFP®) designation, Quintin’s financial planning practice is tailored toward providing tax and investment strategies for business owners, physicians, retirees, and professional athletes. Quintin’s passion for entrepreneurship and finance developed as he watched his father operate a small business. As a native of Tyler, Texas, Quintin made his way to South Carolina on a baseball scholarship to Wofford College, completing his undergraduate degree in finance and accounting. Continuing his pursuit of knowledge, he later earned his MBA from St. Mary’s University. Quintin currently resides in Greenville, SC, with his wife Molly and their two sons, Drew and Bennet.
Steven Bright
Partner, Senior Wealth Advisor
Steven is responsible for client servicing and new client development in Beacon Pointe’s South Carolina office and focuses on comprehensive financial planning, risk management and asset protection. Prior to joining Beacon Pointe, Steven served as a financial representative for Carolinas Wealth Management Group, Inc. before joining CDA Group as a private wealth manager. Steven graduated from Vanderbilt University before joining Carolinas Wealth Management Group, Inc. Steven enjoys playing golf and spending time with his wife and their three children.
Client Service & Operations
Amanda Henderson
Director of Operations
Amanda is the Director of Operations for Beacon Pointe’s South Carolina office with over 20 years of experience in the financial services industry. Her primary duties include daily firm operations, implementing policy and procedures in addition to client servicing. Prior to joining Beacon Pointe Advisors, Amanda worked as the Securities Sales Associate for Carolina First Securities, now TD Ameritrade, and SunTrust Bank and then as the Operations Manager for CDA Group of Greenville, SC. She enjoys spending her free time outside wandering in nature, woodworking and adrenaline-packed adventure with her daughter.
Angela Gravley
Tax Operations Manager
Angela is a Tax Operations Manager at Beacon Pointe and is responsible for payroll, tax consulting, and assisting clients with accounting, recordkeeping, and QuickBooks functions as a Certified QuickBooks Pro Advisor. Before joining Batson Accounting & Tax, PA, which merged with Beacon Pointe in 2023, Angela’s professional background includes banking and accounting experience with two national companies. Her broad-based professional background includes all aspects of office management/operations, client consulting, employee supervision, payroll, bank reconciliations, accounts payable, quarterly taxes, financial statement preparation, software management, and customer service. In 2002, she completed her Associate’s Degree in Business with an emphasis in Accounting from Greenville Technical College. She is an ADP Certified Partner, E-Verify Employer Agent, Notary Public, and member of the SC Society of Accountants, and she is always continuing her education. Outside of the office, she enjoys spending time with her family, including her husband, two children, and pets, and their “family time” outdoors. She is also an avid volunteer with local children’s non-profit groups.
Jennifer Romanosky
Client Service Associate
Jennifer is a member of Beacon Pointe’s Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include office administration, scheduling, and communicating with clients to provide the highest levels of service. Outside the office, Jennifer enjoys crafting with her Cricut and spending time with her three daughters.
Mary Evan Giles
Client Service Associate
Mary is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, tax file management, and communicating with clients to provide the highest levels of service. Outside of the office, Mary Evan loves cooking, spending time with friends and family, and is also a professional vocalist and performer with several music and theatre companies in Upstate South Carolina.
Connect with one of our trusted Financial Advisors in the Charleston area.
We are here to be a partner with you on your personal wealth journey. Please contact our Charleston, SC team if we can be of service.
