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.
Roger Sloan
President
(843) 774-2756
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...
Howard Sloan
Founder
(843) 774-2756
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...
Ashley Webster
Insurance Agent/Client Services Manager
(843) 774-2756
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...