Our team builds relationships with a limited number of families to guide their transfer of wealth, perspective, and values through generations. Our team’s members are likeminded, yet come from different cultures, regions of the country, and most importantly, generations. This allows us to focus our practice to help families create wealth management plans that don't end with one generation, but instead act as fluid documents designed to work over decades.
We believe in providing guidance that weaves philanthropy and estate planning together as this allows the family to think multi-generationally; goals become purposeful and personalized rather than simply amassing wealth.
Frank Braddock, CFP® CIMA® CAP® CRPC® AIF®
First Vice President / Financial Advisor
Frank is responsible for the day-to-day investment management. He also works closely with families on the development and implementation of philanthropic goals and strategies. Frank is a CERTIFED FINANCIAL PLANNER(TM), a Chartered Retirement Planning Counselor (TM), and has received his Certified Investment Management Analyst(R) and Chartered Advisor in Philanthropy(R) designations.
Frank is involved in a myriad of organizations around Columbia. He serves as a board member for S.C. Fact Forward and is on the Advisory Board for Historic Columbia. He loves sailing, reading, and traveling. He and his wife, Rose, live in Lexington, SC, and have four sons.
Registered Private Client Assistant
Donna has more than 20 years experience in the financial services industry. Her main responsibilities are in the administrative area of The Braddock Group. Specifically, she is responsible for requests for information and service on client accounts, facilitating new account opening procedures, requests for disbursements and other service requests. However, anyone that knows her knows that she is the go-to person for nearly anything, including the task of keeping the boys in line! Donna and her husband Burt live in Irmo, SC and have a daughter and two sons.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.