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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Roger Sloan

President

8437742127

(843) 774-2756

roger@sloanwms.com

Roger Sloan is the President of Sloan Wealth Management Services, P.C. As a second generation owner of this firm, he understands the meaning of hard work and quality service for his clients. Roger graduated from the University of South...

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Howard Sloan

Founder

(843) 774-8691

(843) 774-2756

howard@sloanwms.com

Howard is a 1949 graduate of Presbyterian College and the founder Sloan Financial and Tax Services. He is a Public Accountant and has more than 50 years of accounting, financial services, and tax experience! He and his wife Fay Sloan...

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Ashley Webster

Insurance Agent/Client Services Manager

(843) 774-8691

(843) 774-2756

ashley@sloanwms.com

Ashley Webster is our Client Services Manager. She joined Sloan Wealth Management Services, P.C. in 2012. As a Client Services Manager, Ashley is responsible for preparing meetings with clients and the Financial Advisor, and gathering...

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