Elliott Davis Investment Advisors Consultant Earns AIF® Designation
CHARLOTTE, N.C., January 4, 2010 – Elliott Davis Investment Advisors is pleased to announce that Gary E. Shuford II has been awarded the Accredited Investment Fiduciary® (AIF) designation from the Center for Fiduciary Studies.
Shuford, a retirement services advisor for Elliott Davis Investment Advisors, earned the AIF designation – which signifies training in fiduciary responsibility – in December.
With more than 10 years of experience in the financial services industry, Shuford assists clients by developing investment policy guidelines, providing fund research and conducting performance reviews to ensure compliance with fiduciary standards.
His other credentials include: Investment Advisor Representative; Certified Retirement Services Professional, Institute of Certified Bankers; and Series 7 and 66 licenses. Shuford is also a member of the American Society of Pension Professionals and Actuaries.
Elliott Davis to Mark Office Move with Wellness Walk
CHARLOTTE, N.C., Dec. 1, 2009 – Elliott Davis, PLLC, one of the largest accounting, tax and consulting services firms in the Southeast, announces the relocation of its Charlotte office to 700 E. Morehead Street on Dec. 4, 2009.
To mark the occasion, the firm is holding an employee Wellness Walk at 11:00 a.m. on Dec. 4 from its current location at 1300 S. Mint Street to its new location on E. Morehead Street. The walk will kick off the office’s new wellness program.
“This office move is significant as it highlights our successful growth in this market. And, as our growth continues, we want to ensure our workforce is happy and healthy,” said Dan Warren, managing shareholder for Elliott Davis’ Charlotte office. “Vibrant employees are the foundation of our fully engaged team. Elliott Davis has a long and proud tradition of caring deeply about its employees, and in turn, we care deeply about our clients.”
Recently named among the area’s “Best Places to Work” by the Charlotte Business Journal, Elliott Davis opened its Charlotte office in 2007 after a merger with local CPA firm Elliot & Warren. Post-merger, the firm had 23 Charlotte employees; today, it has 54 employees in this market.
The firm will take advantage of these numbers by creating internal teams for wellness challenges and by bringing group exercise classes in-house for employees. Other initiatives include free clinical health assessments; a designated Elliott Davis walking loop adjacent to the new office; lunch n’ learn health presentations; and healthy lunch options for internal meetings.
Elliott Davis’ Wellness Walk commences at 1300 S. Mint Street at 11:00 a.m. on Friday, Dec. 4th and will conclude at 700 E. Morehead Street at 11:30 a.m. Media is invited to attend.
Elliott Davis Named Among Charlotte’s “Best Places to Work” for 2009
CHARLOTTE, N.C., Nov. 4, 2009 – Elliott Davis, PLLC, one of the largest accounting, tax and consulting services firms in the Southeast, has been named among the Charlotte Business Journal’s “Best Places to Work” for 2009.
The awards event – which honors outstanding companies whose benefits, policies and practices are among the area’s best – was held today at the Charlotte Convention Center. Elliott Davis ranked 14th out of the Top 25 companies named in the mid-sized business category.
Rankings are based on employee surveys collected and analyzed by Quantum Market Research.
“The Elliott Davis name is still relatively new to the Charlotte market. Being named a Best Place to Work is a testament to the quality of our employees, who strive to do their best every day,” said Dan Warren, managing shareholder for Elliott Davis’ Charlotte office. “Our goal is provide an exceptional work environment across all of our markets and in turn provide top-notch service to our clients.”
Elliott Davis has been named among the “Best Places to Work in South Carolina” for the past three years. In 2009, the firm ranked second in the large company category.
With a more than 80 year history in the state of South Carolina, Elliott Davis is focused on the further expansion of its Charlotte office, which opened in 2007 after a merger with local CPA firm Elliot & Warren. Later this month, the firm will move into its newly constructed building at 700 E. Morehead Street.
“We are anxious to serve the Charlotte community from our new location and to remain an employer of choice for our people,” said Warren.
Elliott Davis Named Among “2009 Best Places to Work in South Carolina”
GREENVILLE, S.C., Oct. 9, 2009 – Elliott Davis, LLC, one of the largest accounting, tax and consulting services firms in the Southeast, is proud to be named among the “2009 Best Places to Work in South Carolina.”
The firm ranked second in the large company (250 employees or more) category, up from fourth last year and fifth in 2007. All winners were recognized at the 4th annual awards banquet held last night at the Marriott in Columbia, S.C.
The multiyear initiative is aimed at identifying and recognizing the state’s most innovative and top-notch employers. The program involves a partnership among the S.C. Chamber of Commerce, S.C. Society for Human Resource Management and SC BIZ.
Entrants are assessed through a two-part process which includes an employer benefits and policies questionnaire, as well as an employee engagement and satisfaction survey.
“We are a workplace of choice because of our great employees,” said Bob Wilson, Chief Human Resources Officer for Elliott Davis. “Our outstanding work environment stems from our employees’ deep sense of pride and satisfaction that drives them to do their best every day. In turn, our clients benefit greatly from effective, efficient service from a team who enjoys what they do.”
Programs from which Elliott Davis employees currently benefit include one-on-one coaching, internal and external development opportunities, competitive compensation, flexible schedule options, referral rewards, and a Women in Leadership program.
Elliott Davis Investment Advisors Partner Appointed to Board of National Association of Independent Retirement Plan Advisors (NAIRPA)
GREENVILLE, S.C., August 21, 2009 – Elliott Davis Investment Advisors is pleased to announce that partner Kenneth Vilcheck has been appointed to the board of the National Association of Independent Retirement Plan Advisors (NAIRPA).
Vilcheck will represent Elliott Davis Investment Advisors in NAIRPA, a national organization formed in March 2009 to educate policymakers about the role of retirement plan advisors and the importance of independence and to impact policymaking surrounding retirement plans.
An Accredited Investment Fiduciary® (AIF) with more than 20 years of experience in the financial services industry, Vilcheck leads Elliott Davis Investment Advisors’ retirement plan team.
“I am honored to represent my firm and the interests of independent advisors in the retirement plan industry nationally,” says Vilcheck. “I look forward to participating in policy discussions on crucial issues and to contributing to the enhancement of our country’s retirement system.”
NAIRPA members are registered investment advisors whose fees for investment advisory services do not vary with the investment options selected by the plan or participants.
In addition to his NAIRPA appointment, Vilcheck is a charter member of the Association for Professional Investment Consulting (APIC) and a member of the American Society of Pension Professionals and Actuaries (ASPPA).
Elliott Davis Investment Advisors Adds Three
ANDERSON, S.C., Jul. 8, 2009 – Elliott Davis Investment Advisors announced it has added William E. Kibler Jr., Edward F. Blackburn Jr., and Jennifer S. Reynolds in the firm’s Anderson, S.C. office.
William E. Kibler Jr. joins Elliott Davis Investment Advisors as senior vice president. A senior portfolio manager with over 28 years experience, Kibler specializes in portfolio management.
Kibler worked with Smith Barney and JC Bradford and Company prior to joining Elliott Davis Investment Advisors.
He received a bachelor’s degree from Erskine College in Due West, S.C.
Kibler is a trustee and board chair with AnMed Health System in Anderson, S.C., and a volunteer with Meals on Wheels.
Edward F. Blackburn Jr. joins the Anderson office as senior vice president. He has over ten years experience specializing in financial planning and portfolio management.
Prior to joining Elliott Davis Investment Advisors, Blackburn worked with Smith Barney in Anderson, S.C.
He received his bachelor’s degree in business administration from the College of Charleston in Charleston, S.C.
Blackburn is a board member of the United Way’s Success by Six program; a board member of the Hanna-Westside Extension Campus Academy of Finance; and alumnus of the Leadership Anderson Class of 2008.
Jennifer S. Reynolds joins Elliott Davis Investment Advisors as client services senior portfolio administrator.
Reynolds has more than eight years experience in portfolio administration, and holds Series 7 and 63 licenses.
Prior to joining Elliott Davis Investment Advisors, Reynolds worked with Smith Barney in Anderson, S.C.
She received a bachelor’s degree from Shorter College in Rome, Ga.
Elliott Davis Investment Advisors Accepts Investment Advisor Role for Southern Precision Spring’s Retirement Plan
CHARLOTTE, N.C., May 20, 2009 – Elliott Davis Investment Advisors announced it has been named investment advisor and consultant for Southern Precision Spring.
Southern Precision Spring, a manufacturer of precision mechanical springs headquartered in Charlotte, N.C., has been in business for over 50 years. The company manufactures extension, compression and torsion springs, wire forms and small assemblies. Southern Precision Spring is a customer-focused registered ISO 9001: 2001 Manufacturer.
Elliott Davis Investment Advisors will assist Southern Precision Spring with fund selection, performance monitoring and investment education for the Southern Precision Spring 401(k) plan and its participants. Elliott Davis Investment Advisors creates objective and competent investment solutions that are customized to meet the needs of individuals, companies, endowments and foundations. The range of services offered includes investment consulting to corporate retirement plans, high net worth individuals, endowments and foundations, financial and estate planning, and wealth management.
Elliott Davis Investment Advisors consists of professionals with the following credentials: Certified Public Accountants (CPA), Certified Financial Planners (CFP), Accredited Investment Fiduciaries (AIF), Chartered Financial Analysts (CFA), and operational professionals with more than 20 years experience.
Elliott Davis Investment Advisors Accepts Investment Advisor Role For Knauff Insurance’s Retirement Plan
CHARLOTTE, N.C., May 13, 2009 – Elliott Davis Investment Advisors announced it has been named investment advisor and consultant for Knauff Insurance.
Knauff Insurance is a full-service commercial insurance brokerage headquartered in Charlotte, N.C. Formed in 1969 as a provider of property and casualty insurance and services, Knauff Insurance has since expanded with five divisions delivering business and personal insurance coverage, as well as employee benefits, surety bonds and financial planning. The majority of the company’s business is in the Carolinas and relates particularly to the construction industry, manufacturing, distribution and service providers.
Elliott Davis Investment Advisors will assist Knauff Insurance with fund selection, performance monitoring and investment education for the Knauff 401(k) plan and its participants.
Elliott Davis Investment Advisors creates objective and competent investment solutions that are customized to meet the needs of individuals, companies, endowments and foundations. The range of services offered includes investment consulting to corporate retirement plans, high net worth individuals, endowments and foundations, financial and estate planning, and wealth management.
Elliott Davis Investment Advisors consists of professionals with the following credentials: Certified Public Accountants (CPA), Certified Financial Planners (CFP), Accredited Investment Fiduciaries (AIF), Chartered Financial Analysts (CFA), and operational professionals with more than 20 years experience.