Dallas Brewer, CFP®, ChFC®, RICP®, ChSNC®

Dallas Brewer, CFP®, ChFC®, RICP®, ChSNC®

Director of Retirement Services & Associate Wealth Advisor

Dallas joined our team in 2023 and has been in the financial services industry since 2006, with a concentration in individual wealth and retirement plan management. You will most likely be interacting with Dallas as he helps you with your retirement account and financial planning.

Dallas earned his bachelor’s degree in accounting from Clemson University. He currently maintains the FINRA Series 6, 7, 63 & 65 securities registrations (held through Commonwealth Financial Network®), and applicable life, accident & health insurance licenses. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Financial Consultant® (ChFC®), Retirement Income Certified Professional® (RICP®), and Chartered Special Needs Consultant®(ChSNC®) designations from the American College of Financial Services.

Dallas is also an accomplished local musician. On the weekends you may see him playing music at various venues and events throughout the Lowcountry. He lives in Charleston with his wife Alicia, son (Dallas), daughter (Page), and family dog Sam. They enjoy spending time with family and friends at the beach or at a concert.