Partner and Managing Director at Provista Wealth Advisors
Greenville, South Carolina, United States
Contact Info
950 followers
500+ connections
About
Clarke is a partner and the Managing Director of Provista Wealth Advisors.
By raising the standard for exceptional service, ethics, and culture, Provista Wealth Advisors aims to become the last financial advisor you'll ever need, giving you the peace of mind to confidently accomplish every goal and dream. Like a financial GPS, the firm removes the worry behind wealth management by creating a flexible financial plan and personally leading you through each milestone to accomplish every goal.
The firm partners with individuals and families in planning for the short and long term while adapting to life changing events such as changes in employment, transitioning of a business, inheritance, birth of a child, death of a spouse, divorce, and attainment of important federal benefit ages among other changes.
For more information contact Jason at 864-252-6113 or Jason@ProvistaWealth.com and ProvistaWealth.com
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC. Provista Wealth Advisors is a member firm of Kestra Private Wealth Services, LLC, an affiliate of Kestra IS. Provista Wealth Advisors and Kestra IS are not affiliated. Neither Kestra IS nor its affiliates offer tax or legal advice.
Investor Disclosures - https://bit.ly/KF-Disclosures
This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra Private Wealth Services may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).
Activity
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Market performance tends to be strong in election years, averaging 11.57% annually, compared to 10.1% in non-election years. Regardless of the…
Market performance tends to be strong in election years, averaging 11.57% annually, compared to 10.1% in non-election years. Regardless of the…
Liked by Clarke Smith, CFP®, CEPA
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We are blessed to have some of the best advisors in the industry! Proud of you and what you have accomplished.
We are blessed to have some of the best advisors in the industry! Proud of you and what you have accomplished.
Liked by Clarke Smith, CFP®, CEPA
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As the great investor Benjamin Graham said, “One lucky break, or one supremely shrewd decision, can we tell them apart?” Watch Luck and Risk here:…
As the great investor Benjamin Graham said, “One lucky break, or one supremely shrewd decision, can we tell them apart?” Watch Luck and Risk here:…
Liked by Clarke Smith, CFP®, CEPA
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More activity by Clarke
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I am visiting my parents and staying in the family house. I needed to do laundry, yesterday and indignantly refused my mom's help telling her that I…
I am visiting my parents and staying in the family house. I needed to do laundry, yesterday and indignantly refused my mom's help telling her that I…
Liked by Clarke Smith, CFP®, CEPA
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We are pleased to open an office in Zanesville Ohio with such a high quality group of investment professionals.
We are pleased to open an office in Zanesville Ohio with such a high quality group of investment professionals.
Liked by Clarke Smith, CFP®, CEPA
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Another crazy team-building day to unplug at the lake with YCP!
Another crazy team-building day to unplug at the lake with YCP!
Liked by Clarke Smith, CFP®, CEPA
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Michele and I have full confidence that God's will and timing are perfect. However, Tuesday was still a day of mixed emotions for us. We had two sons…
Michele and I have full confidence that God's will and timing are perfect. However, Tuesday was still a day of mixed emotions for us. We had two sons…
Liked by Clarke Smith, CFP®, CEPA
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Why leave the wirehouse? Hear Clarke Smith, CFP®, CEPA, Partner & Managing Director at Provista Wealth Advisors, on how KPWS equipped Clarke and his…
Why leave the wirehouse? Hear Clarke Smith, CFP®, CEPA, Partner & Managing Director at Provista Wealth Advisors, on how KPWS equipped Clarke and his…
Liked by Clarke Smith, CFP®, CEPA
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Want to take a huge leap forward in your career? Find the thing your boss most hates to do, figure out how to do it, and take it off her or his…
Want to take a huge leap forward in your career? Find the thing your boss most hates to do, figure out how to do it, and take it off her or his…
Liked by Clarke Smith, CFP®, CEPA
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I am looking forward to connecting with those leading in this exciting market!
I am looking forward to connecting with those leading in this exciting market!
Liked by Clarke Smith, CFP®, CEPA
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We recently held our first annual Referral Appreciation Event at the BMW Driving Experience for clients who have referred us business over the last…
We recently held our first annual Referral Appreciation Event at the BMW Driving Experience for clients who have referred us business over the last…
Liked by Clarke Smith, CFP®, CEPA
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