Garrett Minton and Anne Thompson Join Greenwood Capital Team
GREENVILLE, S.C. – Greenwood Capital is pleased to announce the addition of two new associates: Garrett Minton as Associate Advisor in the Greenwood office and Anne Thompson as Private Client Advisor in the Greenville office. These additions highlight Greenwood Capital’s continued growth as the firm expands services across the Upstate.
According to Walter B. Todd, President and CIO, “Over the past forty years, we have grown to serve clients in over 20 states and manage over $1.7 billion in assets. However, we want to make sure we continue to provide personalized service to our clients and remain connected to our communities. We are excited to add Garrett and Anne to the team to help us achieve that goal.”
Minton joins the firm with over eight years of experience in the financial industry with organizations such as Merrill Lynch, Vanguard, and Robinhood. In his role as Associate Advisor, he will be providing support to senior advisors and nurturing client relationships as part of the team’s holistic approach to wealth management. As a Chartered Retirement Planning Counselor™, Minton is especially focused on helping clients reach their retirement goals.
“It is crucial to understand what matters most to our clients, so we can develop a personalized strategy to help them manage their wealth today while considering the impact it can have for years to come.” Minton says, “It’s an honor to join an organization rooted in the Upstate and committed to making a positive impact in the community I call home.”
The firm’s other new addition, Thompson, has over twenty years of experience in the communications industry before pivoting to finance in 2015 and working with companies such as Merrill Lynch and Charles Schwab. Thompson is passionate about financial literacy and works to advance clients’ knowledge about finance and investing in an uncomplicated way. Her choice to work with Greenwood Capital was purposeful.
“I am excited to be joining Greenwood Capital’s team of talented investment professionals.” Thompson says, “There is a feeling of kindness and respect that this company projects to each other, as well as to clients and prospects.
As an advisor, Thompson provides holistic financial planning, including retirement, tax, insurance, and estate planning for individuals and families. She also holds her Chartered Retirement Planning Counselor™ designation.
“We are delighted to have Garrett and Anne join Greenwood Capital,” said Brian L. Disher, Director of Wealth Management. “They bring a wealth of experience and a passion for financial education and wellness that will be beneficial to our clients and communities.”
Photograph: Garrett Minton, Associate Advisor; Anne Thompson, Private Client Advisor
About Greenwood Capital: Founded in 1983 in Greenwood, South Carolina, Greenwood Capital specializes in investment advisory and management services, offering a variety of services for the individual as well as institutional clientele. Greenwood Capital is recognized as one of the largest independent investment firms in the Southeast, managing $1.7 billion in assets nationwide. Prior to 2001, Greenwood Capital Associates and the term “Firm” refers to Greenwood Capital Associates, Inc. (GCAI) which was established in 1983. On or about June 29, 2001, Greenwood Capital Associates, LLC acquired substantially all the assets of GCAI, a sub-chapter S corporation. Greenwood Capital Associates, LLC registration dates back from 2001.
