Our advisors

Don Alderman, Financial Advisor serving the Charleston, SC area - Ameriprise Advisors

Don Alderman

Financial Advisor

Managing Director
Learn more about Don Alderman Visit Don Alderman's website
Jamie O'Brien, Branch Manager serving the Charleston, SC area - Ameriprise Advisors

Jamie O'Brien

APMA®

Branch Manager

Managing Director
Learn more about Jamie O'Brien Visit Jamie O'Brien's website
Scott Laney, Financial Advisor serving the Charleston, SC area - Ameriprise Advisors

Scott Laney

APMA®

Financial Advisor

Managing Director
Learn more about Scott Laney Visit Scott Laney's website

Our team

R. Brad Waite

R. Brad Waite

Registered Practice Associate

Qualifications

  • Series 7
  • Series 66
  • Series 63
  • Insurance License: Variable Life & Accident/Health
  • Notary

Roles & Responsibilities

  • Collaborates with NonProfits and Foundations to create, implement, and maintain Investment Policy Statements.
  • Provides clients confidence through financial planning with goal development, strategy implementation, and regular planning discussions.
  • Coordinates events and charitable outreach programs.
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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
  • New Client Intake
  • Account Transfers/Rollovers
  • Money Movement
  • Scheduling
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Nicole V. Schleier

Nicole V. Schleier

Registered Client Service Associate

Qualifications

  • Charleston College, B.S. in Business Administration, 1998
  • Series 7
  • Series 63
  • Insurance License: Variable Life & Accident/Health

Roles & Responsibilities

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