Wallick Investments, LLC

Victoria Matise is a financial advisor at Wallick Investments, LLC with a Series 65 credential and one year of industry experience. Prior to joining Wallick Investments, she held various roles in education and the service industry, including positions at the University of Georgia and Athens Country Club. Wallick Investments serves individual investors, trusts, pensions, endowments, and other institutions, managing approximately $126.5 million across about 247 client accounts. The firm employs a quantitative, factor-based investment process using proprietary models and external research, offering discretionary and non-discretionary investment management tailored to client goals and risk tolerances.

Jesse Stinnette is a financial advisor at Wallick Investments, LLC with 16 years of industry experience and holds a Series 65 designation. He also serves as a Senior Vice President at CertusBank, where he manages client accounts through CertusWealth. Wallick Investments manages approximately $126.5 million across individual investors, trusts, pensions, endowments, and other institutions, offering discretionary and non-discretionary investment management using a quantitative, factor-based approach that incorporates proprietary models and external research.

Daniel Wallick is a financial advisor at Wallick Investments, LLC in Columbia, SC, with 20 years of industry experience. He holds a Series 66 designation and has worked at Uvest Financial Services Group since 2003 and Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2001. Wallick Investments serves individual investors, trusts, pensions, endowments, and other institutions, managing approximately $126.5 million across nearly 250 client accounts. The firm employs a quantitative, factor-based investment process that combines opportunistic and defensive factors through proprietary models, offering both discretionary and non-discretionary investment management tailored to client goals and risk tolerances.