Prestwick Capital Advisors of Raymond James

Prestwick Capital Advisors of Raymond James is a financial planner in Charleston, SC. They offer comprehensive services including banking and lending solutions, estate planning, charitable giving advice, trust management, financial and business planning, investment banking, and monetization services. The team specializes in serving business owners, corporate executives, families and individuals, and those with sudden wealth. Prestwick Capital Advisors has received a perfect rating based on one review. The business boasts a complete and detailed profile, providing potential clients with thorough information about their services, philosophy, and approach to financial planning. Prestwick Capital Advisors of Raymond James stands out in Charleston for its comprehensive range of financial services tailored to the unique needs of diverse clientele, ensuring that every client receives personalized attention from experienced planners.

Services:

• Business Planning
• College Tuition Planning
• Corporate Retirement Plans Consulting
• Estate and Trust Solutions
• Estate, Charitable Giving & Trust Financial Planning
• Financial Planning
• Investment Banking
• Investment Strategies Portfolio Management