Anchor Investment Management

John Moorman is a financial advisor with Anchor Investment Management in Columbia, SC, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with Anchor Investment Management since 2004. Anchor Investment Management is a team adviser serving individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm manages over $1.3 billion in client assets and utilizes an equity-blend investment approach based on fundamental analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement plan advisory services.

Greg Dunston is a financial advisor with Anchor Investment Management in Columbia, SC, holding Series 63, 65, and 66 licenses and eight years of industry experience. He has worked at Anchor Investment Management since 2020, following positions at Walker Reynolds and Thornhill Securities Inc. Anchor Investment Management is a team-based adviser managing over $1.3 billion in assets for individuals, trusts, estates, charitable organizations, and retirement plans. The firm uses a financial profile and Investment Policy Statement to guide portfolio management, primarily employing an equity-blend strategy with fundamental analysis and regular reviews.

W Dorn is a CFA® charterholder with 20 years of experience in the financial advisory industry. He has been with Anchor Investment Management, LLC since 2000. Anchor Investment Management is a team adviser managing over $1.3 billion in client assets, serving individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm uses a financial profile and Investment Policy Statement to guide portfolio management, emphasizing individual stock selection complemented by ETFs and mutual funds, with investment decisions based on fundamental analysis.

Robert Norman is a CFP® professional with experience at Anchor Investment Management, First Merchants Private Wealth Advisors, Fifth Third Bank, and other financial and retail firms. He is currently part of the Anchor Investment Management team in Columbia, SC. Anchor Investment Management is a team-based adviser managing over $1.3 billion in client assets, offering portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs an equity-blend investment approach with fundamental analysis and provides both discretionary and non-discretionary account management.

Joy Watkins is a financial advisor with Anchor Investment Management in Columbia, SC, holding CFP® and ChFC® designations with 42 years of industry experience. She previously worked at Watkins-Jones Financial Group and ProEquities, Inc. from 2005 to 2017. Outside of her advisory role, she serves as a board member for Camp Discovery at HIS Acres, a nature and science camp, and as treasurer for the Trenholm Road United Methodist Foundation. Anchor Investment Management is a team adviser managing over $1.3 billion in assets, providing portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm uses an equity-blend approach emphasizing individual stock selection complemented by ETFs and mutual funds, with investment decisions based on fundamental analysis and regular reviews.

Charles Williams is a financial advisor at Anchor Investment Management in Columbia, SC, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Anchor Investment Management since 2016. Prior to his current role, he operated Williams Restoration Services, LLC for eleven years. Anchor Investment Management is a team adviser managing over $1.3 billion in client assets, serving individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm uses a fundamental analysis-driven equity-blend investment approach, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement plan advisory services.

James Blackwelder is a CFP® professional with four years of industry experience, currently serving at Anchor Investment Management since 2021. His prior roles include positions at First Palmetto Bank, Southern First Bank, Crescom Bank, and Wells Fargo Bank. Outside of his advisory work, he was involved with the Northeast Columbia Soccer Association for over two decades. Anchor Investment Management is a team-based adviser managing over $1.3 billion in client assets, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services. The firm serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans, employing an equity-blend investment approach guided by fundamental analysis and regular reviews.