About Me

Bernie was a integral part of our group. He started with Merrill Lynch in 1965 and later worked with Wells Fargo Advisors, and its predecessor firms for nearly 50 years. We are honored that he chose to spend his last two decades as part of our group.

Educated in Charleston City schools, Bernie was a graduate of the College of Charleston. He is a past member of the Board of Trustees and the College’s Foundation Board. 

Bernie was a dedicated advisor and proud Charlestonian. We are privileged to call him our friend. He is missed every day by our team and his beloved Charleston community.