William C. Prewitt, M.S., CFP®
Bill is the founder of Charleston Financial Advisors, LLC. He is a graduate of The Haverford School (1964), Transylvania College (1968), and the College for Financial Planning's Masters Program. His military experience included 3 years in the U.S. Marine Corps as a supply officer. He spent the next 9 years with the BSA with executive responsibilities in 2 states and 8 foreign countries.
Moving to the Charleston region in 1981, he transitioned to the financial services field working in mutual fund sales. This ignited his interest in comprehensive financial planning and he became vice-president of Resource Development Corporation. This led to the establishment of his own private practice in 1986. He has been a SC Investment Adviser since 1983. Charleston Financial Advisors, LLC has been an SEC registered firm since 2006.
Active in community affairs, he organized the South Carolina Society of the Institute of Certified Financial Planners in South Carolina. He is a sought after speaker for continuing education seminars. He has served as President of the Board of the Christian Family Y, an Elder at First (Scots) Presbyterian Church, President of the Charleston Council of the Navy League, President of La Société Française de Bienfaisance, President of the local chapter of the SAR, and Commodore of the Cruising Club of Charleston. He is the Past-President of the Charleston Foreign Affairs Forum. He and his wife Karen have been married since 1971 and live downtown in a restored ante-bellum home in the Ansonborough neighborhood of Charleston.
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