Provident Wealth

Provident Wealth is a financial planner in Greenville, SC, located at 119 Manly St. The firm provides financial services designed to organize and simplify client finances with the goal of maximizing resources and helping people balance their present with their future. The team works with families, individuals, and businesses to align their goals and priorities with their financials.

At the heart of the firm is a team of dedicated professionals who view their clients as extended family. Stephen, an experienced Wealth Advisor with 19 years of industry experience, focuses on helping clients articulate, quantify, and achieve their goals through planning, relationship management, portfolio construction, and due diligence. Before founding the firm, he served as a Senior Vice President and Wealth Management Advisor for Merrill Lynch Wealth Management for 15 years. He holds the CERTIFIED FINANCIAL PLANNER™ designation and is a Certified Investment Management Analyst® (CIMA®) designee. Daniel, a Wealth Advisor with over 14 years of experience, specializes in portfolio construction, financial planning, and collaborating with other professionals to provide holistic financial services. He previously served as a Senior Financial Advisor and Vice President for Merrill Lynch Wealth Management and began his career as a Financial Advisor for Voya Financial Advisors. Daniel holds a bachelor’s degree in financial management from Clemson University.

Katelyn serves as the Chief Operating Officer and Founding Partner, responsible for providing exceptional service and support to clients, assisting the team in implementing customized wealth management plans, and ensuring efficient business processes. She graduated Summa Cum Laude from the University of SC with majors in Finance and Business Management. Reid, the Director of Client Relations with over 20 years in the sector, spearheads efforts to enhance the client experience and nurture partnerships. Collin supports the management of all client accounts and provides service to meet individualized needs. He holds a Bachelor of Business Administration degree in Finance from Bob Jones University. The team’s approach is grounded in a strong commitment to faith and a calling to serve their friends, neighbors, and community.

Provident Wealth stands among the strongest financial planners in Greenville, SC, by combining deep industry experience with a personalized, relationship-driven approach. The team’s collective background includes decades of service at major institutions like Merrill Lynch and Voya Financial Advisors, bringing a high level of expertise to local clients. Their dedication to transparency, trust, and tailored solutions ensures that every client receives the attention and professional guidance necessary to achieve their financial goals.

Provident Wealth delivers comprehensive wealth management and financial planning services to the Greenville community, helping residents secure their futures with the expertise and care of a dedicated local team.

Provident Wealth is located on Manly Street, approximately a tenth of a mile from East North Street and Beattie Place.

BizScoreAI awarded the firm a Schema & Structure score of 100 out of 100, which ensures that AI assistants and search engines understand exactly what the business offers. The company achieved a Technical score of 81 out of 100.

Services:

• Estate planning
• Investment management
• Retirement planning
• Risk management
• Tax planning