What departments does Upstate Wealth Management have?

Upstate Wealth Management has employees across 1 departments including Recruiting.

What is the largest department at Upstate Wealth Management?

The largest department at Upstate Wealth Management is Recruiting with 1 employees.

Where are Upstate Wealth Management employees located globally?

Upstate Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has Upstate Wealth Management's team size changed over time?

Upstate Wealth Management's team has remained stable from approximately 2 to 2 employees based on available data.

Upstate Wealth Management Employee Directory

Financial ServicesSouth Carolina, United States2-10 Employees

The financial world has become increasingly more complex. We’re here to change that, guiding you towards your best financial decisions. Our experienced team can create the right custom wealth management plan for you and your family. When it comes to investments, retirement, insurance, saving money, buying a home or growing a business our financial advisor* is a phone call away. We serve as your sounding board to help you make better, more informed decisions. This is what makes our team different. You want someone to be there every step of the way when it comes to your financial future. We can do that.  

Personal Services
Financial Planning*
Portfolio Management*
Retirement Planning*
Estate Planning*
Trust Services
Intergenerational Planning*
Wealth Transfer
Tax Planning
Private Banking
Education Savings Plans*
Insurance/Fixed Annuities
Accounting Services
Online Account Access*
Business Services
Charitable Giving
Money Market Accounts*

Business Services
Accounting Services
Business Financial Strategy 
Investment Accounts*
Group Life Insurance
Group Health Insurance
Succession Planning*
Endowment Funds
Cash Management*
Business Insurance
Retirement Plans/401K*
Non-Profits
Capital Investments

* Securities and Advisory Services Offered Through Client One Securities, LLC Member FINRA/SIPC and an Investment Advisor. Upstate Wealth Management and Client One Securities, LLC are not affiliated.

Find Upstate Wealth Management employees' phone numbers or email addresses

Upstate Wealth Management Global Highlights

North America
2

United States Of America
2

Upstate Wealth Management's Leadership

E. S.
President
Mobile Phone
Email
T. P.
Client Recruitment Manager
Mobile Phone
Email

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

E. S.
President
Mobile Phone
Email
United StatesSouth Carolina
Feb 16, 2026
T. P.
Client Recruitment Manager
Mobile Phone
Email
United StatesGeorgia
Apr 15, 2026

Frequently Asked Questions

What is Upstate Wealth Management known for?

Upstate 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?

Upstate 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?

Upstate 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?

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

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

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