Who We Are

Everyone at Charleston Financial Advisors is here for the same reason - you.  We are committed to helping our clients experience success and peace of mind through the progressive realization of their goals.


 

William C. Prewitt, M.S., CFP®

Bill is the founder of Charleston Financial Advisors, LLC.  He is a graduate of The Haverford School (1964), Transylvania College (1968), and the College for Financial Planning's Masters Program.  His military experience included 3 years in the U.S. Marine Corps as a supply officer.  He spent the next 9 years with the Boy Scouts of America with executive responsibilities in 2 states and 8 foreign countries.

Client Focus:  Working directly with clients to match financial planning and investment strategies with their goals.

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Diane H. Blackwelder, CDFA™ CFP®

Diane brings to Charleston Financial Advisors over 15 years experience in the financial services industry.  Diane graduated from the College of Charleston in 1992, licensed as a Registered Investment Advisor Representative since 1999, received authorization to use the CFP® marks of distinction in 2005, and obtained the Certified Divorce Financial Analyst designation in 2008.  Diane joined Charleston Financial Advisors in January 2009.

Client Focus:  Working directly with clients to match financial planning and investment strategies with their goals. 

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Myles B. Brandt, M.S., CFP®

Myles has been with Charleston Financial Advisors, LLC since early 2007.  He oversees the management of all investment accounts, investment education, and research. 

Myles received a B.A. in History (Magna Cum Laude) and a B.A. in English Literature (Cum Laude) from the College of Charleston in 2006. He became a CFP® certificant and a Registered Investment Advisor Representative in 2010. In 2014 he received a Master's in Applied Economics from Johns Hopkins University in Washington, DC.

Outside of the office he enjoys hiking, travelling, reading, fly fishing, and going on adventures with his family.

Client Focus: Financial planning strategies and investments.


 

Julia M. Dyer

Julia joined Charleston Financial Advisors in 1999 and was awarded the Registered Parpalanner designation shortly thereafter.   Julia is known for her attention to detail and exemplary client service. 

Client Focus: Seamlessly taking care of all the details; ensuring total attention is provided to our clients.