Pawleys Investment Advisors is a Registered Investment Advisory Firm Based in Pawleys Island, South Carolina
About Pawleys Investment Advisors
Katy is enthusiastic, forward-thinking, and resolute about delivering measurable performance results for investors. She is a graduate of Columbia University in New York, New York, and has over 25 years of investment experience.
Kathryn built her knowledge working at Dean Witter and Charles Schwab, having been promoted quickly through diverse management roles. She specialized in areas including institutional equity trading and municipal credit, and spearheaded development of new portfolio management processes for affluent clients. From 2004-2009, she headed operations for a start-up international coffee company, and delivered financial performance enabling them to advance from angel-investor private-equity financing to an initial public offering of stock. In 2009, she relocated from California to the beautiful coast of South Carolina, where she founded Pawleys Investment Advisors and Pawleys Capital Management. In 2012, Kathryn was appointed by the Financial Industry Regulatory Authority as a securities Arbitrator. A Columbia University, New York, NY graduate holding her B.A., Kathryn also holds a Master’s Certificate in Six Sigma Process Improvement from Villanova University in Philadelphia, PA. For 13 years, Kathryn has volunteered in Winter Park, CO with the National Sports Center for the Disabled teaching blind skiers and skiers with various physical and cognitive disabilities, including terminally ill children.
Chip is affable and empathetic, yet people quickly learn that his work is disciplined and meticulous. He is a graduate of the Citadel in Charleston, South Carolina, and has over 30 years of investment experience.
Chip is a 1978 graduate of The Citadel Military College of South Carolina, with a B.S. in Business Administration. He has been in the financial and insurance services industry for over 25 years. With experience as an investment broker, Trust Officer and Insurance representative, Chip is accustomed to helping people make informed decisions regarding important financial matters. For the last several years, Chip has built a successful independent financial and insurance advisor platform. He structured his business so he can be completely objective with regards to helping his clients find the most suitable company/ carrier and most suitable strategy for their unique financial concerns and objectives. His work helping clients with income planning and wealth transfer is an important addition to the Pawleys team.