
John Stackhouse
In today’s ever changing world, I serve as a resource to my clients to help form a strategy... | Columbia, South Carolina, United States
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John Stackhouse’s Emails jo****@pb****.com
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John Stackhouse’s Location Columbia, South Carolina, United States
John Stackhouse’s Expertise In today’s ever changing world, I serve as a resource to my clients to help form a strategy for anything where their life and financial affairs connect. My areas of focus are: 401k Roll-Over’s Retirement Income Strategies Personal Insurance Treasury and Cash Management Saving for Education My passions are spending time with my family, cooking, fishing, golfing, reading and attending sporting events. Community Involvement South Carolina Real Estate Commission Term: 2011-2015, 2016-2019, 2019-Present Babcock Center Board of Directors Term: 2012-2014, 2015-2017(Board Chair) 2017-2019(Board Chair), 2019-Present Connect with me if: *You have recently changed jobs and want advice on your retirement plan options *You are nearing retirement and would like a no obligation comprehensive wealth strategy *Are currently working with an advisor and simply want a second opinion *You are a CPA or Attorney looking for a quality resource for your clients If you wish to contact me for business reasons, please use the following email address: [email protected] . I cannot respond to any communications or questions about the financial services industry via LinkedIn. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Palmetto Citizens Federal Credit Union and Palmetto Citizens Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Palmetto Citizens Investment Services, and may also be employees of Palmetto Citizens Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Palmetto Citizens Federal Credit Union or Palmetto Citizens Investment Services. Securities offered through LPL Financial Member FINRA/SIPC Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations and May Lose Value I am licensed to sell securities in the following states : SC, NC, FL, GA, AL, CA,CO,IL, LA,MI,OH,PA,TN,TX,VA
John Stackhouse’s Current Industry Palmetto Citizens Federal Credit Union
John
Stackhouse’s Prior Industry
Sixers Camps
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Columbia Athletic Club
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National Bank Of South Carolina
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Humana
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First South Bank
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Merrill Lynch Wealth Management
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Wells Fargo Advisors
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Modern Family Asset Management
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Cuso Financial Services
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Palmetto Citizens Federal Credit Union
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Trustage
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Work Experience

Palmetto Citizens Federal Credit Union
Vice President of Wealth Management
Thu Sep 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Trustage
Lead Finacial Advisor
Thu Sep 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Cuso Financial Services
Investment Advisor
Sat Sep 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Oct 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Modern Family Asset Management
Financial Advisor- Partner
Wed Jun 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Sep 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Wells Fargo Advisors
Financial Advisor
Tue Oct 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jun 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)
Merrill Lynch Wealth Management
Financial Advisor
Sun May 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Oct 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
First South Bank
Assistant Vice President Commercial Banking
Thu Jul 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jun 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)
Humana
Senior Product Sales Representative
Tue Sep 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jul 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)
National Bank Of South Carolina
Assistant Vice President Corporate Sales/ Treasury Managment
Wed Jun 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Sep 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)
National Bank Of South Carolina
Commercial Banking Relationship Manager
Tue Jul 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jun 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time)
Columbia Athletic Club
Membership Sales Account Executive
Sat Dec 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jul 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time)
Sixers Camps
Assistant Camp Director/ Coach
Mon Jan 01 1996 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jan 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time)