Meet the Team
Palmetto Private Wealth Advisors was founded with a commitment to provide our clients with an objective and thoughtful approach in planning for their financial futures.
Paul Baily AAMS® CKA®
Founder and President
With licenses and certifications as an investment professional combined with a diverse background in education and counseling, Paul focuses on actively listening to what matters most to our clients. Additionally, real-life experience in small business and real estate redevelopment has provided him with an appreciation for hard work and a context for making critical financial decisions.
Paul began his career in the financial services industry in 2011 with a large, national firm and after a few short years, grew his office to manage over 40 million dollars in assets. Then, in 2017, having accumulated important technical knowledge and income planning strategies, he recognized the value of the independent financial advisor model for both the business and for our clients. Palmetto Private Wealth Advisors was subsequently formed and a partnership was established with LPL Financial.
Paul holds his Series 7 and Series 66 designations through LPL and is certified as an Accredited Asset Management Specialist® and as a Kingdom Advisor®.
Jackie serves our clients with an enthusiastic sense of warmth and appreciation of every individual’s intrinsic value and their unique needs. She focuses her attention on all aspects of the detailed administrative requirements of the office. A life-long South Carolinian, she is an Alumni of
Limestone University and holds a Bachelor’s of Science in business. Jackie is married to Raymond and fills her free time shopping for deals and visiting with friends and family.