Our Financial Advisers
Delton O. Bailey, Jr., Ph.D., Principal of the Firm
Delton O. Bailey, Jr., Ph.D. is a Certified Financial Planner™ practitioner with over 30 years of experience in investment and portfolio management. He is registered with the states of North and South Carolina as an investment adviser representative. Dr. Bailey first started this business in 1981 by conducting pre-retirement seminars to corporate clients of South Carolina. His doctorate dissertation was on retirement planning.
Dr. Bailey's daughter, Patricia Bailey, joined the firm in January 2000 after an adventurous 12-year career as an electrical (field) engineer with DuPont de Nemours & Co., Westinghouse, and Nokia Networks. She is a Certified Financial Planner™ practitioner with over 10 years of experience and is registered with the state of South Carolina as an investment adviser representative.