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Jennifer Thompson

Advisor at Southstate Private Capital Management LLC

Updated today
Southstate Private Capital Management LLC logo

Firm

Southstate Private Capital Management LLC

Location

Hilton Head Island, SC 29928

Credentials

CFP®, ChFC®, Series 63

Industry experience

16 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Work history

Private Capital Management, LLC

2026 - Present (1 year)

SouthState Bank

2024 - Present (2 years)

Wells Fargo Private Bank

2018 - 2024 (6 years)

Oak Advisors, LLC

2012 - 2018 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

John B

Series 63, Series 65

Hilton Head Island, SC

Merrill

John Brighton is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in portfolio management and asset allocation, utilizing his ability to build and manage personalized investment strategies. With experience dating back to 2000, John combines traditional financial advice with discretionary management of client portfolios, incorporating individual securities, Merrill model portfolios, and third-party strategies to help clients pursue their financial objectives. John holds a Master's Degree in Business Administration from the University of South Carolina and a Bachelor's Degree from the State University of New York System. He has earned several professional designations, including Accredited Asset Management Specialist (AAMS), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas include college education planning, executive compensation, family wealth management, retirement income, philanthropic planning, and legacy planning. Residing in Hilton Head Island for 26 years, John is active in his community through volunteer work with his church and local organizations such as the Hilton Head Island Recreation Association and the Greater Island Council. His personal interests include boating, cooking, and hiking.

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy Divorce financial planning

Cynthia C

Series 66

Tybee Island, GA

Merrill

Cynthia Chaiten is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her financial services career in 1999, focusing on assisting clients with investments, retirement planning, and long-term care funding analysis. Cynthia joined Merrill in 2008 and works with a team that takes a personalized approach to understanding clients' financial objectives while balancing growth opportunities with thoughtful risk management through long-term, diversified strategies. She earned a B.S. in Biochemistry from the University of Rochester and a Master's degree in Public Policy from Georgetown University. Cynthia holds the Certified Investment Management Analyst® (CIMA®), Chartered Retirement Planning Counselor™ (CRPC™), and Personal Investment Advisor (PIA) designations. Her expertise includes college education planning, family wealth management strategies, philanthropic planning, socially responsible investing, and services for endowments, foundations, and non-profits. Originally from Scranton, Pennsylvania, Cynthia lives in Shaker Heights with her husband and two Soft-Coated Wheaten Terriers. She enjoys gardening, reading, traveling, and spending time with her family. Cynthia is active in her community, serving as Vice President on the Board of Trustees for both the B’nai Jeshurun Congregation and the Cleveland Hillel Foundation. She has also held various leadership roles including positions on the boards of the Joseph and Florence Mandel Jewish Day School and the Jewish Federation of Cleveland.

General retirement planning Wealth management ESG / Sustainable investing Charitable giving & philanthropy College savings (529s, UTMA, etc.) Women's Finance

Hannah M

Series 66

Hilton Head Island, SC

Fidelity

Hannah Myers is a Financial Consultant at Fidelity Investments, where she has been working since 2026. Prior to her current role, she served as a Planning Consultant from 2024 to 2026 and as a Workplace Planning Consultant from 2023 to 2024 at the same firm. She holds insurance licenses in Arkansas and California. In her professional capacity, Hannah focuses on helping individuals and families develop clear, personalized financial strategies aimed at achieving greater stability, confidence, and long-term success. She emphasizes making financial planning approachable and empowering, aligning each plan with her clients' unique goals and circumstances to provide actionable guidance that simplifies decision-making. Outside of her professional work, Hannah enjoys family activities, movies, music, pets, reading, and volunteering.

General retirement planning Income planning Cash flow / budgeting Debt management Consultant

Erica W

Series 66

Okatie, SC

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Wealth management

Lauren H

Series 63, Series 66

Bluffton, SC

Fidelity

Lauren Holley is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2020. Prior to this role, she worked as a Financial Representative at Fidelity Investments from 2017 to 2020. Lauren focuses on providing support to clients and their families to foster long-term and meaningful relationships through high-quality and holistic services. Her professional experience at Fidelity Investments spans several years, during which she has developed expertise in wealth management planning and client relationship management. Lauren's approach centers on partnership and comprehensive financial planning to meet clients' needs. Outside of her professional work, Lauren has interests in fitness, food, music, reading, traveling, and volunteering.

Wealth management

Gregory V

Series 63, Series 65

Hilton Head Island, SC

Merrill

Gregory Viventi is a Senior Financial Advisor and Vice President with Merrill Lynch Wealth Management on Hilton Head Island, where he has been serving clients since 2000. He specializes in investment management with an emphasis on designing growth and income strategies tailored to individuals and families. Gregory utilizes a goal-based wealth management process that incorporates personal wealth analysis and current market insights to develop customized portfolio strategies. He leverages the resources of Merrill Lynch and the banking services of Bank of America to help clients achieve financial objectives, focusing on capital growth, income generation, retirement planning, and wealth transfer. He holds the Chartered Retirement Planning Counselor™ designation awarded by The College for Financial Planning Institutes Corp. Gregory is a graduate of The College of Wooster in Wooster, Ohio, where he majored in economics and minored in biology. His professional affiliations include memberships in various local organizations, and he has held leadership roles such as chairing the United Way of the Low Country – Hilton Head and serving on advisory boards related to education and airports. Currently, he serves as a church elder and supports several local nonprofit organizations. Outside of his professional work, Gregory enjoys outdoor activities, particularly beach walks with his family. He is a private pilot and served four years on the Beaufort County Airport Advisory Board. He draws a parallel between piloting and financial advising, emphasizing the importance of focusing on current conditions to navigate successfully. Gregory is committed to community involvement and welcomes an introductory conversation to discuss clients’ individualized financial goals.

Wealth management Retirement income strategy Retirement withdrawal strategies General retirement planning Multi-generational wealth transfer
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