Greenwood Capital Quintin Pile Earns CFP
Wednesday, April 29th, 2020
Quintin A. Pile, a Private Client Advisor with Greenwood Capital, has earned the CERTIFIED FINANCIAL PLANNER designation and is authorized by the Certified Financial Planner Board (CFP Board) to use the CFP mark in accordance with its requirements and Code of Ethics.
The CFP mark identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, having successfully completed financial planning coursework and passed the CFP Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP professionals must uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards and meet ongoing continuing education requirements in order to maintain their annual designation.
“The culture at Greenwood Capital revolves around serving our clients,” said Mr. Pile. “The CERTIFIED FINANCIAL PLANNER designation is the gold standard in the financial planning industry, and I believe it brings immense value to the clients we serve.”
Brian L. Disher, Director of Wealth Management at Greenwood Capital, is honored to have Mr. Pile on the Wealth Team and to share this accomplishment with clients and the community. “Earning this designation is a testament to the dedication Quintin has toward helping clients seek to meet their goals,” said Mr. Disher. “His financial planning knowledge will further propel our client service goal to provide peace of mind in regards to life’s financial decisions.”
Pile stated, “Currently, with four CFPs on our team, this designation enhances the education and knowledge to solve our clients’ personal and unique goals, collaboratively. I love working for a firm that never settles, values education, and continuously innovates.”
Located in the Downtown Greenville offices, Mr. Pile joined the Greenwood Capital team in July 2019 with more than three years’ experience in the investment industry. As a Private Client Advisor, Mr. Pile will continue to provide a holistic approach to wealth management, nurturing and cultivating relationships with high-net worth individuals, foundations, and endowments, towards achieving wealth goals.