Charleston Area
Providing financial peace of mind across the globe and in your local area.
LOCAL EXPERTISE. ALL IN-HOUSE.
About Creative Planning
Ranked the No. 1 Independent Advisory Firm,* Creative Planning provides comprehensive, customized wealth management services. Meet with our wealth managers in Charleston Area to learn how we are fiercely committed to helping you achieve your financial goals and enjoy a richer way to wealth.
*Barron's 2017
Important disclaimer information
Services Offered
Comprehensive Wealth Management
Investment Management
Tax Preparation & Planning
Trusts & Estate Planning
Financial Planning
Retirement Planning
Insurance
International Services
Meet Your Team
Donnie Brooks Jr., JD
Legal
Brandy Benton
Financial Planner
Charlotte Morgan, CFP®
Financial Planner
Jon Davis, JD
Legal
Stacy Zahn
Operations
Rebecka Jensen
Tax
Tizzi Blackburn, CPA
Tax, Partner
Chris Hawkins, JD
Legal
Mackenzie Buysse
Financial Planner
Nyisha Jones
Operations
Penny Arington
Operations
Shannon Schneider
Operations
Request a Meeting
Once we receive your inquiry, a team member will be in touch to set up your free, no-obligation consultation within one business day.
