Great South Advisory Group of Janney Montgomery Scott

Great South Advisory Group of Janney Montgomery Scott is a financial consultant in Columbia, SC. The firm operates as a team of investment professionals with over 100 years of combined industry experience, managing a plan-driven practice that ensures regularly scheduled contact and rapid response to client concerns. The group serves clients through various life stages, from early career accumulation to peak earning years, retirement, and legacy planning. Services include financial planning, investment management, and retirement income evaluation. The investment management process involves determining goals, recommending aligned strategies, implementing those strategies, and reviewing financial plans to keep clients on track. Financial planning services cover analyzing current situations, gathering information on assets, liabilities, wills, trusts, and insurance policies, and developing personalized long-term plans. Retirement income planning focuses on balancing guaranteed sources like Social Security with fluctuating portfolio income to meet living expenses and desired spending levels.

The team is led by E.H. "Chip" Stanley, Jr., Senior Vice President of Wealth Management, who holds the CRPC, CLTC, and AIF designations and has over 30 years in financial services. Stanley advises clients on portfolio management, liquidity needs, time horizons, risk tolerances, and asset allocation. He is joined by John Chapman, Vice President. Stanley has served on the boards of the American Red Cross, the Columbia Ballet, the Richland County Library Board, and the Cancer Center of Palmetto Health. He also served as past Chairman of the State of SC Library Foundation and as Vice Chairman of the Annual Fund at Sewanee, The University of the South, where he earned a BA in Political Science. The firm emphasizes a collaborative approach, working with clients to understand their individual needs and goals rather than simply executing transactions.

The office is located at 1441 Main St Suite 700 in Columbia. The firm is part of Janney Montgomery Scott LLC, which traces its roots back to 1832 and provides financial consultation to individual and institutional clients. Great South Advisory Group of Janney Montgomery Scott offers specialized wealth management and financial planning services in Columbia, SC, with a focus on long-term goal alignment and personalized client interaction.

Services:

• Client Collaboration for Goal Achievement
• Comprehensive Financial Planning Resources
• Financial Planning
• Investment Management
• Long-term Investment Strategy