Caleb Goding

Mr. Goding is an established financial services executive with a proven track record in leadership, relationship management, problem-solving, and conflict resolution, while exemplifying a service first attitude. He has extensive experience in accounting, operations, asset management, complex financial planning, and business consulting. Over the past fifteen years, he has served as an executive and/or advisor to several privately held companies, institutions, ultra-high-net-worth families, and partnerships.

Mr. Goding is a graduate of the University of South Carolina – Moore School of Business with a Bachelor of Science degree and double major in Accounting and Management with an emphasis in Entrepreneurship. He holds Series 65 license and is a CERTIFIED FINANCIAL PLANNER™ professional. 

In 2013, Mr. Goding was named one of the Forty Under 40 by the Charleston Regional Business Journal. He continues to be actively involved in the Charleston, SC community and enjoys giving back through service.