Financial Planners
in Greenville, South Carolina

Based in the Greenville 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.

135 South Main Street, Suites 900 & 1000, Greenville, SC 29601

(864) 235-1428

Connect with Us

Connect with One of Our Trusted Financial Planners in Greenville, 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 Greenville Financial Planners & Advisors

Managing Directors

Joseph Schofield

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

Cooper Branham

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

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.

Merriweather Mule

Merriweather Mulé, CDFA®, CFP®

Senior Wealth Advisor

Merriweather Mulé is a Senior Wealth Advisor for Beacon Pointe’s Charleston office, serving clients ranging from families to business owners. She helps provide clarity to the complex and often unique financial and investment needs of her clients. Merriweather started her career in the finance industry over 15 years ago and has developed a specific approach to integrated financial planning, focusing on tax planning strategies to help clients achieve their long-term life and legacy goals.

Merriweather graduated from the College of Charleston with a Bachelor of Science in Business Administration with a concentration in Finance. She holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Divorce Financial Analyst® (CDFA®) designations, and completed Level II of the CFA exam.

She has been honored as a winner and finalist in The Post & Courier’s 2022, 2023, and 2024 Charleston’s Choice for Wealth Management and Financial Planner categories. For more information, please see https://www.postandcourier.com/charlestonschoice/. Merriweather was also named a 2024 honoree for the Charleston Regional Business Journal’s “Forty Under 40”. For more information, please see https://charlestonbusiness.com/announcing-crbj-reveals-2024-forty-under-40-honorees/.

Merriweather enjoys giving back to the community through service projects with the Historic Rotary Club of Charleston, as a Board Member of Communities in Schools of South Carolina (CISSC), and as an appointed Commissioner for the Charleston County Parks & Recreation Commission. In her free-time, Merriweather enjoys boat days with her husband and children, tennis, reading, and not cooking.

Peyton Steigerwald

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

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

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

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

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.

Candice Armstrong

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.

Jennifer Romanosky

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

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.

Paul Batson

Paul Batson, III

Senior Tax Advisor

Paul is a Senior Tax Advisor at Beacon Pointe and is responsible for tax planning, preparation, and full accounting services for clients. Paul has been a trusted tax professional serving individuals and businesses for more than 35 years. Following an early career as a college professor, an international company accountant, and a chief financial officer of a local firm, he established his own accounting and tax firm in 1987 with no clients and an $8,000 IBM computer with one floppy disk. Over the years, Paul has served thousands of clients in tax, accounting, financial consulting, and personal financial matters, as well as assisting in estate and conservatorship roles. Batson Accounting & Tax merged with Beacon Pointe Advisors in 2023. Paul is active in state and local higher education roles, having been an adjunct professor at Furman University for nearly 40 years and now, serving as a trustee and former Chair of the Greenville Technical College Area Commission. In 2015, he was appointed by the governor to represent the entire South Carolina (SC) Technical College system as a Commissioner on the SC Commission on Higher Education, a statewide service he continues today. Outside of the office, in his mountain home, and with his pets.

Ray Harris

Ray Harris, CPA

Senior Tax Manager

Ray is a Tax Manager at Beacon Pointe and has extensive experience with corporate and individual tax research, real estate taxation, textile manufacturing, high-net-worth individuals, entrepreneurial services, property managers, and professional services clients. Ray began his career with Ernst and Young LLP, working in the Greenville, South Carolina tax department from 1986 through 1995. He gained his CPA certification in 1988 and rose to the position of Tax Manager in 1991. He left E&Y in 1995 to become a principal with Harris & Harris, P.A. from 1995 until 2002. He then began working with Batson Accounting and Tax in 2003, which merged with Beacon Pointe in 2023. Ray has four children, who have gone off to college and since moved away, causing him to become a big fan of traveling. Ray is a member of the Greenville Bulldog Club, UGA Alumni Association, and a former treasurer of the Greenville Jaycees. He lives in Upstate South Carolina with his wife and enjoys reading, exercising, and college football.

Tyson Byrd

Tyson Byrd

Staff Accountant

Tyson is a Staff Accountant at Beacon Pointe and is responsible for data preparation of personal, corporate, and partnership tax returns as well as assisting with various tasks as needed. He is a valued navigator in tax data collection, working with clients to fit many moving pieces together. Tyson also has experience with client consultations, has assisted with IRS audits, and is knowledgeable in bookkeeping for small businesses. Prior to joining Beacon Pointe, Tyson was a member of the Batson Accounting & Tax team since 2017 and previously worked for a local accounting firm from 2012-2016. Tyson lives upstate and enjoys vacations and spending time with family and friends.

Connect with one of our trusted Financial Advisors in the Greenville area.

We are here to be a partner with you on your personal wealth journey.  Please contact our Greenville, SC team if we can be of service.

IMPORTANT NOTICE:

You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.
Loading...