Experience matters.
With average experience of over twenty years in financial services, our team members are aligned in maintaining a close-knit organization. Our clients know who they’re working with and feel comfortable reaching out whenever they need us. We are intentional about serving a limited number of clients, so we can do it well.
Our team.
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Greg Paschal, CFP® CRPC®
Founder, Financial Advisor
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Katy Hartnett, CFP®
Partner, Financial Advisor
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Dean Blissit
Partner, Financial Advisor
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Tammy Jones
Senior Registered Client Associate
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Jennifer Feraldi
Senior Registered Client Associate
Our Professional Partners
Fidelity
Your money and investments are safely held at Fidelity’s NFS*, one of the industry’s leading providers of safeguarding assets and investments (custody of assets). Palmetto Financial Advisors, &Partners, and Fidelity all work together to help meet our fiduciary obligations, safekeep your assets and enable excellent service.
Investment & Trading Platform
- Investing
- Trading
- Reporting & Custody
Concierge Services
- Investment and portfolio strategies
- Financial planning
Business Support Services
- Compliance
- Operations
- Service support
- Marketing
Technology Platform
- Business technology
- FinTech solutions (planning, tax, other tools)
*Fidelity Investments (Fidelity) through its broker-dealer National Financial Services LLC (NFS) is our primary custodian where your assets are held for safekeeping
&Partners
We are proudly partnered with &Partners, a wealth management firm with industry-leading technology, a flexible investment platform and premium service for the sole purpose of helping you realize your financial goals. &Partners is built on the premise that every client has a unique story and distinct financial needs—from wealth building to legacy planning.
&Partners is a dually registered Broker-Dealer and Investment Advisor. It is a wholly owned subsidiary of Ampersand Partners, LLC. The management team of &Partners is a team of seasoned professionals with a long tenure in the advisory services and wealth and asset management industries. &Partners provides:
- A shared philosophical alignment to put your needs at the forefront of everything we do
- Broker-dealer platform from which we deliver services and abide by standard regulatory requirements
- A robust investment and banking platform, including safekeeping services by industry giants like Fidelity
- Strong operational platform to support our work with you from transitioning assets to traditional transactional needs and reporting on through to compliance
- An experienced, on-call investment team to support the growing needs of our clients to customize their solutions
