Core Advisors Announces Additions to Financial Planning Team
Chapin, SC — Core Advisors, Ltd., a financial planning and wealth management firm dedicated to working with small business professionals, announces that Scott Edgerton and Corinne Sheridan have joined the team as financial planning associates.
Edgerton is a Certified Financial Planner® who previously worked in investment management before focusing his efforts on Comprehensive Financial Planning. He is a graduate of the University of South Carolina and received an MBA in finance from Winthrop University.
Sheridan is working on the education component of the Certified Financial PlannerTM certification program, as well as preparing for the Chartered Financial Analyst Level I exam. She earned her bachelor’s degree in mathematics from University of South Carolina and her master’s degree in mathematics from Cornell University in Ithaca, New York.
“The addition of Scott and Corrine to our team shows how we continue to grow with associates who share our mission,” said Core Advisors founder and president Thomas Gore, CFP®. “They both understand the value of a personalized touch in financial planning.”
Core Advisors, Ltd. was founded on the basis of goal-centered financial planning stemming from clients’ personal concerns, aspirations and values rather than hard numbers and surface-level data. Core Advisors balances established financial know-how with an attentive analysis of each client’s life goals and then equips them with the financial stability, security and independence to achieve those goals.
To learn more about Core Advisors, visit www.coreadvisors.com or call (803) 941-4440.
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| Organizations | Core Advisors, Ltd. |
|---|---|
| Source | Core Advisors, Ltd. |
| Submitter | Molly Ruggere |
| Tags | financial planning, Small Business, Wealth Management |
