Meet Our Team
Noel Swain, CFP®
Senior Investment Advisor
Noel Swain is the founder of ProVest Wealth Advisors, Inc. Since 1984, Noel has been fulfilling his mission to work with the great people of the Upstate to help give them the confidence in the future they need to plan for their “great goals of life.” His work involves formulating the strategies and finding the right financial products to help his clients achieve those great goals, and helping them understand the overall markets and their own portfolio. This way they can build the trust they need to have to carry through with their plan, even when the market or economy may not be cooperating. Noel is a graduate of the College for Financial Planning in Denver, CO, a Certified Financial Planner™ practitioner (the most trusted and sought-after designation in the financial planning industry) and a past President of the Institute of CFP's, S.C. Society. He is an Investment Advisor w/ Cambridge Investment Research, a monthly columnist at the Spartanburg Herald Journal Newspaper and hosts a weekly radio show on Sunday mornings at 8 on 94.5 FM, WGTK, The Answer.
Direct Number: 864 504 6188
Client Service Manager
Cindy has been with ProVest Wealth Advisors since 2001. She helps clients with service requests like getting a monthly income started, setting up new accounts, and making sure their needs are met. Cindy treats our wonderful clients like her family and goes over and beyond to make them happy.
Direct Number: 864 504 6190
Russ has been with ProVest Wealth Advisors since 2012 and is in charge of research, working on detailed financial analysis, and the trading of the in house tactically managed investment models. He has a B.S. in Finance from the University of South Florida and is working on his Chartered Financial Analyst designation.
Direct Number: 864 504 6191
Pamela has been with ProVest Wealth Advisors since 2012. She is responsible for writing the script for the weekly Sunday morning radio show at 8 am on 94.5 FM as well as maintaining the websites. She also helps to organize both fun events and educational opportunities for both our existing clients and for the general public, including seminars and workshops.
Direct Number: 864 504 6189
Scheduler / Receptionist
Ginny has been with ProVest Wealth Advisors since 2015. Ginny will be the person to first greet you at our office. She manages client communications to make sure we are constantly communicating with our clients. In adition, she manages our computer database (CRM) and will work closely with you to ensure that your needs are met. Ginny will usually be the person to communicate with you when matters arise that effect you, including scheduling appointments.
Direct Number: 864 504 6193