Elliott Davis Investment Advisors Highly Ranked on CPA Wealth Provider Magazine List
GREENVILLE, S.C., Aug. 25, 2010 – Elliott Davis Investment Advisors is pleased to announce its ranking of No. 20 overall on the CPA Wealth Provider magazine’s fourth annual list of CPA/Financial planning firms by assets under management (AUM).
The firm ranked fifth on the “Wealth Magnets” 100+ Million Dollar Club list with AUM of $750 million. The rankings were published in the magazine’s July 2010 issue. A total of 181 firms made submissions for this year’s list.
“We are proud to be ranked as one of the top firms in our industry,” said Philip Brice, managing partner for Elliott Davis Investment Advisors. “Our experienced team takes great care in providing quality wealth management services to our clients, which has resulted in our continued growth.”
To be included in this survey, firms were required to be both CPA firm affiliated and have financial planners with CPA credentials.
Among Elliott Davis Investment Advisors’ professionals are certified public accountants, accredited investment fiduciaries, certified financial planners and chartered financial analysts. The firm is an affiliate of Elliott Davis, LLC, one of the largest accounting, tax and consulting services firms in the Southeast.
About Elliott Davis Investment Advisors
Elliott Davis Investment Advisors creates objective and competent investment solutions that are customized to meet the needs of individuals, companies, endowments and foundations. The range of services offered includes investment consulting to corporate retirement plans, high net worth individuals, endowments and foundations, financial and estate planning, and wealth management. Elliott Davis Investment Advisors recommends consulting with appropriate tax counsel for tax related questions. For more information, visit www.ediadvisors.com.
Elliott Davis Manager Earns QuickBooks Advanced Certification
CHARLESTON, S.C. – August 25, 2010 – Elliott Davis, LLC, one of the largest accounting, tax and consulting services firms in the Southeast is pleased to announce that Amy Spivey has earned her QuickBooks Advanced Certification.
A certified public accountant and accounting resources manager in the firm’s Charleston, S.C. office, Spivey passed the certification exam in August. The Advanced Certification process is designed to deepen the expertise of ProAdvisors who are already knowledgeable in QuickBooks, as well as distinguish them as highly proficient in this field.
To be eligible for Advanced Certification, professionals must complete 2008, 2009, and 2010 QuickBooks ProAdvisor Certification courses; pass the QuickBooks Advanced Certification exam with a score of 85 percent or higher; and complete a bi-annual Continuing Education requirement.
Elliott Davis Adds to Audit Practice in Augusta
AUGUSTA, G.A., Aug. 23, 2010 – Elliott Davis, LLC, one of the largest accounting, tax and consulting services firms in the Southeast, announces the addition of Meredith A. Burkett as an assurance manager in the firm’s Augusta, G.A. office.
A certified public accountant with more than 10 years of experience, Burkett will serve both commercial and financial services clients in the Central Savannah River Area (CSRA).
“We are pleased to welcome Meredith, a seasoned professional, to our team,” said Bill Woodward, managing shareholder for Elliott Davis’ Augusta, G.A. office. “Her knowledge and experience will be an asset to our clients and benefit the firm as we continue to expand our practice in the CSRA.”
Elliott Davis currently serves clients across the Southeast with 10 offices in four states and more than 400 employees.
Burkett is a member of the American Institute of Certified Public Accountants and Texas Society of CPAs. She earned her B.A. in accounting from the University of Northern Iowa.
Senior Associate Dustin Formo Among Inaugural Class for Emerging Leader Program
MYRTLE BEACH, S.C., Aug. 18, 2010 – Elliott Davis, LLC, one of the largest accounting, tax and consulting services firms in the Southeast, congratulates senior associate Dustin Formo who has been named among the inaugural class for “gsLEAD,” a program for emerging leaders along the Grand Strand.
Launched by gsSCENE for Young Professionals, part of the Myrtle Beach Area Chamber of Commerce, gsLEAD was created to advance future leaders through personal development, training and mentorship. Working with the Waccamaw Community Foundation and Chapin Foundation, the program aims to connect local nonprofits with young professionals to serve on boards and committees.
Formo along with the nine other participants will complete a six-month development program that includes 25-hours of classroom training and board observance/mentorship.
Elliott Davis Professional Earns Financial Forensics Credential
CHARLESTON, S.C., Aug. 11, 2010 – Elliott Davis, LLC, one of the largest accounting, tax and consulting services firms in the Southeast, is pleased to announce that Tobey Eskew, a senior assurance manager in its Charleston office, has earned the credential of Certified in Financial Forensics (CFF).
Eskew, a certified public accountant and certified fraud examiner, has more than 12 years of experience serving financial institutions. As a CFF, he is able to provide specialized forensic accounting services related to bankruptcy, insolvency and reorganization; computer forensic analysis; economic damages calculations; fraud prevention, detection and response; financial statement misrepresentation; and valuations.
“I pursued my CFF in order to provide an even greater level of service to my clients,” said Eskew. “Relationships built on complete confidence are important in our business. As a firm, we look to continuously strengthen our professional competencies to ensure clients are receiving the best possible solutions for their unique situations.”
Eskew is a member of the American Institute of Certified Public Accountants; the South Carolina Association of Certified Public Accountants; the Association of Certified Fraud Examiners; and the South Carolina Bankers Association.
He earned his B.A. in accounting from the University of South Carolina in Columbia.
New Financial Advisor Joins Elliott Davis Investment Advisors in Charleston
CHARLESTON, S.C., July 19, 2010 – Elliott Davis Investment Advisors is pleased to announce that Nicholas Safrit has joined the firm as a financial advisor in the firm’s Charleston, S.C. office.
Safrit will focus on providing high net worth individuals with financial planning and portfolio management services.
“Nico is a driven, client-focused advisor, who will be a great asset to our wealth management team,” said Philip Brice, managing partner of Elliott Davis Investment Advisors. “We look forward to growing our practice in the Charleston marketplace and helping our Lowcountry clients achieve their financial objectives.”
With extensive experience, including most recently working as a vice president with Charles Schwab, Safrit holds AAMS (Accredited Asset Management Specialist) and CFP (Certified Financial Planner) designations, as well as Series 7 and 66 licenses.
Safrit earned his B.A. from Southern Methodist University and his MBA from the University of Oregon.
Jim Bourey to Join Elliott Davis
GREENVILLE, S.C., June 21, 2010 – Elliott Davis LLC, one of the largest accounting, tax and consulting services firms in the Southeast, announced today that Greenville City Manager Jim Bourey will be joining the firm as Director of Corporate Development.
At a press conference this morning at Elliott Davis’ headquarters in Greenville, S.C., Firm Managing Shareholder Rick Davis welcomed Bourey, noting his record of achievement, exceptional qualifications and future role in helping to advance the firm’s key objectives.
“We feel the experience Bourey brings as a leader in the public and private sector provides an opportunity for Elliott Davis to implement several strategic growth initiatives,” said Davis.
He added that Bourey will remain in Greenville and is expected to play a firmwide role throughout the Southeastern footprint of the firm.
As city manager, Bourey’s vision inspired many downtown projects such as Fluor Field, Riverplace and the rejuvenation of Falls Park.
“After serving Greenville for the past six and a half years, I am eagerly anticipating beginning a new venture with Elliott Davis,” remarked Bourey. “I have seen the results that come from established relationships and I am excited to continue that in my new role as Director of Corporate Development.”
Bourey will begin work at Elliott Davis on July 19.
Elliott Davis’ Upcoming Financial Services Events
Understanding banking industry trends, major financial issues and the resulting accounting implications is vital to your bank’s success. At Elliott Davis, we strive to educate financial institutions on opportunities that a changing world brings by providing our analysis and perspective. Please join us for the following events.
Summer Webinar Series
What You Need to Know About FDIC-Assisted Transactions – June 23, 2010
Join Elliott Davis Shareholders as they cover the following topics related to FDIC-Assisted Transactions: How to decide if FDIC-assisted transactions are right for your institution; Strategies to acquiring a failed bank; How to navigate the ongoing reporting requirements to the FDIC; Accounting complexities related to an acquisition; and Tax implications of such transactions.
CLICK HERE TO REGISTER
Key Issues Surrounding Income Taxes for Banks – July 22, 2010
Join Elliott Davis Shareholders as they focus on current developments in bank taxation as well as issues and opportunities related to the current economic crisis. In particular the speakers will address: Recent legislation; IRS rulings and positions; Financial and regulatory issues related to recognition of deferred taxes; FDIC-assisted acquisitions of failed banks; and Tax implications of significant outside capital injections.
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Capital Raises and Accounting Implications – August 26, 2010
Join Elliott Davis Shareholders as they cover the following topics related to Capital Raises and the Accounting Implications associated with the Raise: Recapitalization vs. Business Combinations; Public Offerings vs. Private Offerings; Regulatory Approvals; and Other Capital Alternatives.
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Annual Community Banking Forums
North Carolina Community Banking Forum – December 1, 2010
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South Carolina Community Banking Forum – December 8, 2010
CLICK HERE TO REGISTER
Who Should Attend?
These events are intended for financial institution CEOs, CFOs, Controllers and Board members interested in learning more about Financial Institutions’ topics from an accounting, legal and regulatory perspective.
CPE Credits
These instructor-led programs will offer CPE credit hours. Please confirm in advance the CPE sponsor requirements of your licensing board.
Questions
Please contact Darla Helms at 803.255.1214 or .(JavaScript must be enabled to view this email address).
Elliott Davis Admits New Shareholder in Financial Services Practice
CHARLOTTE, N.C., June 1, 2010 – The shareholders of Elliott Davis, PLLC, one of the largest accounting, tax and consulting services firms in the Southeast, have admitted Lee E. Haynes as shareholder in the firm’s Charlotte, N.C. office.
Haynes, a certified public accountant with nearly 20 years of experience, focuses on providing assurance services to financial institutions and Securities and Exchange Commission (SEC) reporting. His experience includes working with the firm’s largest financial institution clients including auditing internal controls in accordance with Sarbanes-Oxley.
Haynes formerly served as a senior manager in Elliott Davis’ Greenville, S.C. office.
“Lee has provided tremendous service to our South Carolina and North Carolina banking clients for years,” said R. Jason Caskey, chair of Elliott Davis’ financial services practice. “As we continue our expansion in North Carolina, Lee’s leadership will be valuable in helping us further excel in this dynamic market.”
“I am very proud to have Lee join us at the shareholder level,” said Rick Davis, managing shareholder of Elliott Davis. “Not only is he committed to his clients and practice, he also is committed to the training and development of our people. Lee sets the bar high and leads by example.”
Haynes is a member of the American Institute of Certified Public Accountants, North Carolina Association of Certified Public Accountants, South Carolina Association of Certified Public Accountants, and Georgia Society of Certified Public Accountants. He earned his B.A. in Accounting from Furman University and attended the National Banking School at the University of Virginia.
Elliott Davis Tax Manager Graduates from Leadership Grand Strand
MYRTLE BEACH, S.C., May 10, 2010 – Elliott Davis, LLC, one of the largest accounting, tax and consulting services firms in the Southeast, is pleased to announce that Scott Leister, a tax manager in the firm’s Myrtle Beach office, graduated from Leadership Grand Strand on May 7.
Sponsored by the Myrtle Beach Area Chamber of Commerce, the program’s goal is to develop a corps of informed, committed and qualified individuals capable of providing dynamic leadership for the Grand Strand area.
For class participants to graduate, they must complete a nine-month program and a minimum of 100 hours of community service. This year, participants assisted the Salvation Army Angel Tree, Youth Leadership Academy, Horry County Disabilities and Special Needs Bike-A-Thon.
Leister graduated alongside 24 other program participants.
