Goal-focused, Financial Advice

Smartvestor logo?

LEARN MORE

Paul M. Baily, AAMS®

Paul began his career as financial advisor with a national firm but later founded Palmetto Private Wealth Advisors out of a conviction that his clients would be served better if he became an independent broker.  He holds his series 7 and 66 licenses through LPL Financial and enjoys working with clients by teaching and implementing comprehensive strategies that encourage them to work toward realizing their financial goals.   Paul is married to Stella and has two children, Ben and Nikki.  Toby, their yellow lab is part of the family and provides an additional  level of energy and enthusiasm to the household.  Most weekends you will find the Baily's exploring the  Upstate of South Carolina and enjoying family time together.

Jackie Hogue

Office Administrator

Jackie is committed to helping our clients receive true client care - no one is a "stranger" with her and she is gifted at helping everyone feel welcome and taken care of.  Jackie is responsible for providing many levels of  administration including client contact, forms processing and logistical planning for the office.  Jackie is engaged to be married to Ray and fills her free time loves shopping for deals visiting with friends and family.

Click Here to Add a Title

Click this text to start editing. This block is great for showcasing a particular feature or aspect of your business. It could be a signature product, an image of your entire staff, an image or your physical location, etc. Double click the image to customize it.