Everyone at Charleston Financial Advisors is here for the same reason - you. We are committed to helping our clients experience success and peace of mind through the progressive realization of their goals.
Diane H. Blackwelder, CFP®
Diane brings to Charleston Financial Advisors over 25 years experience in the financial services industry. Diane graduated from the College of Charleston in 1992, registered as an Investment Advisor Representative since 1999, received authorization to use the CFP® marks of distinction in 2005. Diane established her own fee-only financial planning practice located in Mount Pleasant, SC in 2005. Diane joined Charleston Financial Advisors in January 2009.
Outside of the office Diane enjoys spending time with her family, hiking, boating or reading a good book just for fun.
Myles B. Brandt, M.S., CFP®
Myles has been with Charleston Financial Advisors, LLC since early 2007. He specializes in financial planning strategies and investments. He oversees the management of all investment accounts, investment education, and research. Myles received a B.A. in History (Magna Cum Laude) and a B.A. in English Literature (Cum Laude) from the College of Charleston in 2006. He became a CFP® certificant and a Registered Investment Advisor Representative in 2010. In 2014 he received a Master's in Applied Economics from Johns Hopkins University in Washington, DC.
Outside of the office he enjoys hiking, reading, fly fishing and spending time with his family.
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 Boy Scouts of America with executive responsibilities in 2 states and 8 foreign countries.
Outside of the office Bill enjoys his weekly sails in the Charleston Harbor, numerous volunteer opportunities and hiking in the mountains of North Carolina.
P. Caroline Guerry
Caroline Guerry, the Portfolio Administrator for Charleston Financial
Advisors, is passionate about building client relationships and supporting
client needs. She oversees the administration of all portfolios and
corresponding customer relationship management systems. Caroline joined the
CFA team in June of 2018 after more than a decade in the finance and
logistics department(s) of an international shipping company.
Caroline currently resides in her hometown of Mount Pleasant, S.C. and
enjoys traveling, kickboxing and spending time with her family, friends, and
her loyal black lab Gray.