NORTHEND PRIVATE WEALTH - Key Persons
Job Titles:
- CIO
- Partner
- Private Wealth Advisor
Alex McGrath has been in the finance industry for over a decade, but his interest in financial services started long before he stepped into an office. Watching his father work in finance for 40+ years, Alex was fascinated by the industry from an early age. Now a Private Wealth Advisor, he proudly works with his own clients to help them craft a meaningful financial plan and serves as a steady resource through all of the ups, downs, and unexpected curveballs that life might throw their way. Alex especially loves to remind clients that they've earned the right to enjoy their finances: "Always remember that you've spent your entire life accumulating the assets you have in retirement and it's time to enjoy the fruits of that labor! This is what we planned for."
Alex joined the NorthEnd team in 2022 after 12 years with Raymond James. A native of Greenville, he earned his degree while also playing football for the University of South Carolina and considers himself a Gamecock to the core! When he's not working with clients or cheering on his alma mater, you can find him spending time with his wife, Keri, his two children, Eliza & Banks, and their Golden Retriever, Huckleberry.
Job Titles:
- Private Wealth Administrative Associate
Amanda has spent nearly 25 years supporting clients in their financial journeys. She loves connecting with clients and getting to know them on a more personal level to provide the support and services that are most helpful for their unique needs. Though originally from Michigan, Amanda fell in love with Greenville and has considered it her true home for more than half her life. She proudly joined the NorthEnd team in their downtown office in 2022.
Outside the office, Amanda enjoys traveling the world and cheering on the Carolina Gamecocks. She especially loves spending time with her family: husband, Kirk, grown daughters, Kaylee & Paige, Son-In-Law, Nash, and their family Bullmastiff, Macy.
Ashley is a Private Wealth Associate with over 15 years of experience in the financial services industry. She graduated from Anderson University with a degree in Human Resource Business Management. She brings many years of experience in customer service management with an emphasis on accounting and finance.
Ashley is a native of the Anderson area and is married to Garrett; they have two dogs named Max and Milo. Away from work, they enjoy traveling and spending time with family. Ashley is also active with the Salvation Army Women's Auxiliary of Greenville SC.
Brenton Simonson is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can help simplify operations and streamline LPL advisors' practices.
As a seasoned financial services professional with over 13 years experience, Brenton pulls through working knowledge of corporate treasury practices and working in advisor offices to help his clients navigate their decision making. Brenton develops and executes financial reporting, data insights and growth strategies to help advisors grow their business. He holds his FINRA Series 7, 9, 10, 66, 63 through LPL Financial and is both a Certified Treasury Professional and Certified Financial Planner.
Job Titles:
- Private Wealth Advisor
- Private Wealth Associate
Chad Campbell started in the financial industry in 2001. He became a wealth advisor to offer a no-nonsense approach that makes short-term planning, long-term planning and saving approachable to everyday individuals and families. He has always felt there are enough complications in our daily lives, but planning for your future does not have to be one.
Chad is a graduate of Clemson University and is a CERTIFIED FINANCIAL PLANNER professional.
Chad is married to his wife, Stacey, and they have a Shih Tzu named Buster. They enjoy traveling, watching college sports (Clemson and Kentucky) and Atlanta Braves baseball. In his spare time, Chad is an avid tennis player and is involved in local USTA recreational leagues.
Job Titles:
- COO
- Founding Partner
- Managing Partner
Scott Thompson, Managing Partner, started in the financial industry in 2000. He became a Wealth Management Advisor to help people pursue their financial goals by providing quality and objective advice.
He enjoys the predictability of numbers, and what he cherishes most in his career are the clients who become like family over time. The relationships he builds with his clients is what sets Scott apart. His priority is his clients' peace of mind and quite often he is recognized for his unique ability to be a calming influence in the lives of others as they navigate their financial journey.
Scott is a graduate of Clemson University and holds Certified Financial Planner™ and Chartered Retirement Planning Counselor℠ designations.
Scott is married to his wife, Anna, and they have two teenage children, Bentley and Lucas. Also, part of their family is an English Cream Golden Retriever named Lola. Scott loves spending his free time with his family by the lake or playing golf.
He is an active participant in his community, coaching youth baseball, serving as a Church youth group leader and supporting many charities, including Buncombe Street Methodist Church, Greenville Little League, Frazee Center, and Water Missions.
Job Titles:
- CLO
- Founding Partner
- Managing Partner
Job Titles:
- Marketing Consultant
- Senior Marketing Consultant
Jamie is part of LPL's Strategic Wealth Services marketing team with over 15 years of digital, traditional, and event marketing experience.
Prior to joining LPL, Jamie was the owner of a small boutique marketing agency for ten years where her primary focus was building brand awareness and business growth through creative strategy for small business, event marketing and media relations.
Jamie is cum laude graduate of Johnson C. Smith University in Charlotte, NC with a Bachelor of Science degree in Marketing. Jamie is truly a Carolina girl at heart currently residing in her hometown of Pageland, SC which to some can be considered the "Watermelon Capital of the World." She is the Founder/Executive Director of her own nonprofit organization Project first, Inc. with a mission to Educate & Empower.
In her spare time, she loves to cook, plant flowers, listen to live music, read books, practice calligraphy writing and travel.
Jeannie is a Private Wealth Associate with over thirty years of experience in the financial services industry. She graduated Magna Cum Laude from the University of South Carolina with a degree in Business Administration. Jeannie assists the team in maintaining lasting relationships through consistent quality service and regular communication. Her responsibilities include client administrative matters and general account maintenance.
Jeannie and her husband, John, have one son and daughter-in-law and two granddaughters. Jeannie and John enjoy traveling, camping, and shag dancing. She has recently begun to sew and has been experimenting with quilting, garment sewing and home décor.
Job Titles:
- CMO
- Founding Partner
- Managing Partner
Paul Marable is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can help simplify operations and streamline LPL advisors' practices.
He began his career at LPL Financial with the Service360 team and transitioned to Admin Solutions. Paul partners with advisors to provide support on new business accounts and client management functions. He has a thorough understanding of the industry and provides answers on policies, account activities and high priority escalated issues.
Paul studied at Bowie State University for Business Administration. Originally from Baltimore, Maryland, Paul enjoys comedy, traveling with friends & family, & football. He resides in Charlotte, NC.
Tanner Pearman has had a love for investments and finance throughout his college years. He pursued that interest by obtaining a Financial Management degree from Clemson University. After graduation, Tanner completed his SIE, Series 7, and Series 66 (held with LPL Financial) certifications to be a licensed Financial Advisor. He joined the NorthEnd team in March of 2023 where he plans to create long term meaningful relationships with his clients. He has a strong desire to help these families and individuals achieve their goals and create a game plan for their financial success.
While in college, Tanner was an Offensive Student Assistant Coach for the Clemson University Football team. In his time at Clemson, Tanner assisted in achieving 3 ACC Championships, 3 College Football Playoff Appearances, and most importantly winning the 2018 National Championship. When not following the markets, he enjoys playing golf, watching Clemson sports, and spending time with his family and friends.