History

Photograph courtesy of The Bissell Companies, Inc.

Photograph courtesy of The Bissell Companies, Inc.

After nearly two decades of working at E.F. Hutton, Wheat First Securities, and Wachovia Securities, George Edmiston, along with Jeanne Kelsey and Chris Grogan, made the decision that our clients would be better served by a small independent, regional investment firm dedicated solely to investment consulting and financial planning.

Today the Carolinas Investment Consulting team has grown to 26 professionals serving families, endowments, foundations, retirement plans, and corporations in over 34 states.