Alderman, Laney & O'Brien

Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



Advisors

Scott Laney, Financial Advisor serving the Charleston, SC area - Ameriprise Advisors

Scott Laney

APMA®

Financial Advisor

Managing Director
Visit Scott Laney's website
Jamie O'Brien, Branch Manager serving the Charleston, SC area - Ameriprise Advisors

Jamie O'Brien

APMA®

Branch Manager

Managing Director
Visit Jamie O'Brien's website

Team

Brad Waite

Brad Waite

Registered Practice Associate

Qualifications

  • College of Charleston, B.S., 2001
  • Series 7
  • Series 63
  • Series 66
  • Insurance License: Variable Life and Accident/Health

Roles & Responsibilities

  • Performance Reporting
  • Marketing/Social Media
  • Nonprofit/Foundations/Charity Account Service
  • 401k Plans
  • Financial Planning/Insurance Support
  • Client Service
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Britt Farr

Britt Farr

Client Service Associate

Qualifications

  • Columbia College, B.S. in Business Administration and Leadership, 1999

Roles & Responsibilities

  • • Client Service
  • • Account Service
  • • New Client Intake
  • • Money Movement
  • • Scheduling
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Nicole V. Schleier

Nicole V. Schleier

Registered Client Service Associate

Qualifications

  • College of Charleston, B.S. in Business Administration, 1998
  • Series 7
  • Series 63

Roles & Responsibilities

  • • Client Service
  • • Account Service
  • • Money Movement
  • • Account Transfers/Rollovers
  • • New Client Intake
  • • Scheduling
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