AGP in NYC – August 8, 2025

While our firm is proudly rooted in the Lowcountry of South Carolina, our perspective, and our commitment, extend far beyond. Staying connected to the pulse of global finance means investing time in learning, collaboration, and leadership.

Recently, our Head of Wealth Management, Thomas Dowling, traveled to New York to attend both a CFA Institute event and the J.P. Morgan Wealth Management Summit, which brought together top financial thought leaders and innovators.

Why does that matter? Because our clients deserve a clear, informed, and strategic plan grounded in both local relationships and global insights. This trip was a reminder that staying ahead requires staying engaged. And that’s exactly what we’ll continue to do.