CALIFORNIA CONSUMER - Key Persons
Job Titles:
- Client Services Manager
- Insurance Agent
Ashley Webster is our Client Services Manager and Insurance Agent. She joined Sloan Wealth Management Services, P.C. in 2012. As a Client Services Manager, Ashley is responsible for preparing meetings with clients and the Financial Advisor, and gathering notes from the meeting to conduct a detailed report for the client and the Financial Advisor. She is also a member of our accounting staff and assists our clients with accounting, payroll, and tax services. Ashley has a Bachelor of Science in Business Administration from Francis Marion University. She is a Registered Tax Return Preparer and an Insurance Agent and she is ready to serve you! Call her for an insurance quote on your health insurance and life insurance needs.
Ashley Webster is our Client Services Manager. She joined Sloan Wealth Management Services, P.C. in 2012. As a Client Services Manager, Ashley is responsible for preparing meetings with clients and the Financial Advisor, and gathering...
Howard is a 1949 graduate of Presbyterian College and the founder Sloan Financial and Tax Services. He is an Enrolled Agent and has more than 60 years of accounting, financial services, and tax experience! He and his wife Fay Sloan are members of First Presbyterian Church of Dillon. Howard has been very involved in our community serving on various boards and organizations.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Job Titles:
- President
- President of Sloan Wealth Management Services
Roger Sloan is the President of Sloan Wealth Management Services, P.C. The firm was founded by Roger's father, Howard Sloan, in 1960. Roger graduated from the University of South Carolina in 1989 with a B.S. degree in accounting. In addition to becoming a Certified Public Accountant, he has also earned the professional designation as a Certified Financial Planner®. He has been in the tax business since 1993 and has been helping clients with financial planning since 2000 through his affiliation with Avantax Investment Services. Roger very much enjoys helping clients meet their financial goals with the tax and financial planning knowledge that he has obtained. Roger has been very involved in the Dillon area, serving on various boards and organizations. He also enjoys golf when he has the time!
Roger Sloan is the President of Sloan Wealth Management Services, P.C. As a second generation owner of this firm, he understands the meaning of hard work and quality service for his clients. Roger graduated from the University of South...