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Upstate Wealth Management Employee Directory

Financial ServicesSouth Carolina, United States2-10 Employees

Upstate Wealth Management is a financial services firm based in Greenville, South Carolina. It serves individuals, families, and organizations by developing customized wealth management plans and guiding clients through decisions related to investments, retirement, estate planning, tax planning, and education savings. The firm emphasizes ongoing, step-by-step support intended to help clients navigate a complex financial landscape.

Beyond personal planning, the company offers business services such as cash management, retirement plans, succession planning, group insurance, and support for non-profits. Securities and advisory services are provided through Client One Securities, LLC, a registered broker-dealer; Upstate Wealth Management and Client One Securities are not affiliated. With a small team and local focus, the firm positions itself to accompany clients through multiple stages of their financial journeys.

Find Upstate Wealth Management employees' phone numbers or email addresses

Upstate Wealth Management Global Highlights

Location
Employees

North America
2

Minus sign iconPlus sign icon
  • United States Of America
    2

Upstate Wealth Management's Leadership

  • Stylized image of a person
    E. S.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. P.
    Client Recruitment Manager
    Phone icon
    Mobile Phone

Upstate Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Recruiting
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Upstate Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    E. S.
    President
    Phone icon
    Mobile Phone
    United StatesSouth Carolina
    Feb 16, 2026
  • Stylized image of a person
    T. P.
    Client Recruitment Manager
    Phone icon
    Mobile Phone
    United StatesGeorgia
    Apr 15, 2026

Frequently Asked Questions

What is Upstate Wealth Management known for?

Minus sign iconPlus sign iconUpstate Wealth Management was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 200 South Main Street Suite a Greenville, South Carolina 29601 United States. Explore Upstate Wealth Management's company overview page for more information.

What is Upstate Wealth Management's most common email format?

Minus sign iconPlus sign iconUpstate Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Upstate Wealth Management email formats with LeadIQ.

How many employees does Upstate Wealth Management have currently?

Minus sign iconPlus sign iconUpstate Wealth Management has approximately 2 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are Upstate Wealth Management's key employees and leadership?

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As of March 2026, Upstate Wealth Management's key employees include:

  • President: E. S.
  • Client Recruitment Manager: T. P.

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