Broker Profiles - First Southeast Investor Services

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Broker Profiles

Do you have someone you can trust helping you plan for your financial future?

Equipped with the tools, resources and experience necessary, our team is prepared to help provide you with solutions for your financial challenges. We are committed to providing outstanding personal service unparalleled in today’s financial industry.

	Tim B. Sease, CFP®, ChFC President & CEO of First Southeast Investor Services Charleston View Profile	Ryan B. Reeves, CFP® Vice President Senior Investment Officer Summerville, Goose Creek, Moncks Corner View Profile

	Robert R. Ross Vice President Senior Investment Officer Mount Pleasant View Profile	Heather S. McKinney Vice President Senior Investment Officer Hilton Head, Bluffton View Profile

	Andy Dalrymple, CFP® Vice President Investment Consultant West Ashley, North Charleston View Profile	Banks Wannamaker Vice President Senior Investment Officer Charleston View Profile

	Wally Less, AAMS® Vice President Investment Consultant North Strand, Sunset Beach View Profile	Kelly Luckhaus, CFP® Vice President Investment Consultant Wilmington, NC View Profile

	Treze J. Beasley, CRPC®, CDFA™ Vice President Investment Consultant Columbia, Florence, Winnboro, Rock Hill, Union View Profile	Neal Webb Vice President Investment Consultant Mount Pleasant, Georgetown View Profile

	John W. Hamilton Vice President Senior Investment Officer South Strand, Pawleys Island View Profile	Shawn P. West Vice President Investment Consultant James Island, Charleston View Profile

	Josh Pearman Vice President Senior Investment Officer Greenville View Profile

Client Services Team
	Lisa DeHaven	Sonia Baker
	Page Campbell	Kimberly Norris
	Shondria Simmons	Emily Miller
	Matt Fansler

Securities are offered by, and Investment Consultants are registered with, First Southeast Investor Services, member of FINRA/SIPC. Securities (1) are not deposits of this institution; (2) are not insured or guaranteed by the FDIC or any government agency; (3) are not obligations of, or guaranteed by, any financial institution; and (4) involve investment risks, including the potential fluctuation in investment return and the potential loss of principal. *Please consult your tax advisor for tax related issues. For more information visit www.sipc.org and www.finra.org.

First Southeast Investor Services, Inc.


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