Financial services firm’s focus is on understanding and meeting each client’s needs and goals
Ask anyone at Commonwealth what makes the financial services firm special and it’s a safe bet they’ll start by telling you about the culture. For the last 20 years, the Daniel Island firm has established itself as a leader in education, client services and advisor development — all with a values-based approach.
“I started Commonwealth to help our clients achieve their goals — whatever that looks like for them,” said President Britt Gilbert. “We are passionate about developing a relationship with our clients, understanding what’s important to them and then creating a financial plan to make that happen.”
Gilbert’s vision continues to grow thanks to the firm’s dedicated partners and team.
“We committed to growth a long time ago and remain focused on putting in the hard work,” said Jon Carroll, field director.
Attracting top talent and then developing and mentoring that talent has made Commonwealth a sought-after resource for families and business owners as well as medical professionals — a keen focus area for the firm.
“We hang our hat on our medical school, resident, and fellow education,” said Nicholas Pavia, director of the medical division. “We have a four-part lecture series aimed at educating young medical professionals about the business side of medicine and financial planning.”
Eight advisors travel the region, speaking at every medical school in South Carolina and some in North Carolina and Georgia.
Commonwealth also expanded its geographic footprint with offices in Orangeburg and, most recently, Myrtle Beach.
Brian Brown manages the Myrtle Beach office, where retirees and others moving to the area are eager to find a trusted financial professional who can help them into retirement and beyond.
“We are seeing a big influx of retirees in both Charleston and Myrtle Beach,” he said. “And we are leading the way with education. People are seeking a trusted advisor. We are dedicated to reinvesting in growth and in resources that impact the client.”
Carroll said Commonwealth is looking ahead to additional offices, new markets and more ways to reinvest in its advisors. “Our growth has been consistent in the last few years,” he said. “A lot of that is due to retention. We’ve been in Charleston for over two decades and people know who we are — and that is a credit to everyone on our team working together.”
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Britt, Jon, Brian and Nicholas are registered representatives and investment advisor representatives of Securian Financial Services, Inc. Securities and Investment Advisory Services offered through Securian Financial Services, Inc., member FINRA/SIPC. Commonwealth Financial Group is independently owned and operated.
