SwampFox

New Financial Advisor Joins Elliott Davis Investment Advisors

Submitted by: Allison Bowman on Jul 19, 2010 at 2:29 pm Tagged with: Financial Advisor, financial planning, portfolio management Source: Elliott Davis, LLC

CHARLESTON, S.C., July 19, 2010 – Elliott Davis Investment Advisors is pleased to announce that Nicholas Safrit has joined the firm as a financial advisor in the firm’s Charleston, S.C. office.

Safrit will focus on providing high net worth individuals with financial planning and portfolio management services.

“Nico is a driven, client-focused advisor, who will be a great asset to our wealth management team,” said Philip Brice, managing partner of Elliott Davis Investment Advisors. “We look forward to growing our practice in the Charleston marketplace and helping our Lowcountry clients achieve their financial objectives.”

With extensive experience, including most recently working as a vice president with Charles Schwab, Safrit holds AAMS (Accredited Asset Management Specialist) and CFP (Certified Financial Planner) designations, as well as Series 7 and 66 licenses.

Safrit earned his B.A. from Southern Methodist University and his MBA from the University of Oregon.

About Elliott Davis Investment Advisors

Elliott Davis Investment Advisors is the investment advisory firm affiliate of Elliott Davis, LLC, one of the largest accounting, tax and business consulting firms in the Southeast. Elliott Davis Investment Advisors creates objective and competent investment solutions that are customized to meet the needs of individuals, companies, endowments and foundations. The range of services offered includes investment consulting to corporate retirement plans, high net worth individuals, endowments and foundations, financial and estate planning, and wealth management. Elliott Davis Investment Advisors recommends consulting with appropriate tax counsel for tax related questions. For more information, visit http://www.ediadvisors.com.