Philip Moore

Victor Mcleod serves as the Senior Resident Director at Merrill Lynch, where he focuses on family wealth management strategies, philanthropic planning, and sports and entertainment. He aims to connect all aspects of clients' financial lives to help them prioritize and pursue their most important goals. Victor holds a Bachelor's Degree from Clemson University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His experience extends beyond financial strategies to being an essential resource for his clients. He has been involved with several professional organizations, including serving as Past President of the Estate Planning Council of Spartanburg and the Ferrari Club of America, as well as holding board member positions with the Rotary - Downtown Spartanburg and the South Carolina Council of Advisors on Consumer Credit. Victor is also Past President of the Spartanburg Philharmonic Board. His community involvement includes Habitat, Scouts, and Church. In his personal time, he enjoys fishing, music, and spending time with his family.

Ross Coll is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He partners with Fidelity to provide clients access to technology, research, and a trading platform, working with his team to create personalized wealth strategies and offer ongoing support. Prior to joining Fidelity, Ross was a Financial Advisor at Edward Jones from 2022 to 2023. His experience also includes roles as a Financial Analyst II at TD Bank from 2019 to 2022, and earlier positions at Lima One Capital, LLC as a Multifamily and Commercial Analyst in 2019 and as an Operations Analyst from 2017 to 2019.

Anthony Gallo currently serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2021. In this role, he partners with local financial professionals to engage clients throughout the financial planning process. Prior to this, he was Assistant Branch Leader at Fidelity Investments from 2019 to 2021. His experience in the financial services industry includes roles such as Associate Director and Sales Manager at UBS Financial Services, Inc. from 2014 to 2019, and Vice President at Bank of America, Merrill Edge from 2011 to 2014.