Nachman Norwood & Parrott is a wealth management consultancy based in Greenville, South Carolina. Our strong and talented team is committed to providing the highest level of service to our clients. Five principles define our unique and successful approach to wealth management:
Because we are independently owned, our team is able to make objective decisions and recommendations that we believe are best for our clients. Our unique approach helps ensure that our clients benefit from the collective experience of our team. Nachman Norwood & Parrott clients receive superior customized planning advice while also gaining full access to the goods, services, and protections of Wells Fargo Advisors, the third largest securities company in the U.S.
Our client satisfaction rating is 97%.1 Because of our people and proven processes and systems, our clients can count on us to do what we say we will do. Our advisors average more than 22 years of industry experience and have multiple professional designations. Our team is steadfastly and unanimously dedicated to building a business, together, to enhance the client experience and exceed expectations.
1 Using averages from 2012 Client Satisfaction Survey results.
Nachman Norwood & Parrott is consistently top-ranked in assets under management for teams within Wells Fargo Advisors Financial Network.2 The quality of service we provide speaks for itself. We credit our business success to our high client satisfaction – as the majority of our new business comes from existing clients and their referrals. We adhere to high ethical standards, acting with integrity, responsibility, and positivity.
2 Rank out of multiple FA practices per 2/28/16 WFAFN Practice Profile
On average, our clients have been with us for more than 15 years.3 Unique in the industry, we operate under the belief that our clients deserve the support of an entire team, not just a group of individual advisors. Our team structure and in-house management allow us to provide advice that yields the best results possible. From administration to client service to planning and investing, our clients know there is a competent team in place working on their behalf.
3Based on current client records.
Our founding partners have been together for more than 21 years. We have invested in this company for more than two decades – and we are continuing to build Nachman Norwood & Parrott for generations to come. In fact, we have a continuity plan in place to help provide an uninterrupted, protected and stable future for our clients’ legacies. This plan is in place to ensure our clients continue to receive the level of service and support they deserve, and have come to expect.