Investment Services

One huge advantage of banking locally is having a trustworthy personal consultant who can help you examine your big financial picture. Someone who will take the time to really understand where you are and where you want to be. Your Peoples Investment Services advisor, available through LPL Financial LLC (“LPL”)*, will build that relationship—and a customized financial plan for your success. We review the products we recommend for your portfolio to help determine if they meet your needs, risk tolerance, and objectives. We provide the tools and techniques that help educate and advise you in your personal investment choices.**

Whether you’re saving for college or preparing for retirement, our team is here to help you turn your goals into plans. With a range of options available, we strive to understand your financial situation so we can recommend the highest quality of products, services, and information. When you feel confident in what’s next, the future looks a little brighter.

Tax-Advantaged Investing

We have strategies designed to help reduce your estate and income taxes, in cooperation with your CPA or tax attorney.***

College Planning

We offer savings and investment opportunities as well as Education IRAs.

Personal Retirement Plans

Invest for your future with traditional and Roth IRAs, plus other investment products to help you reach your long-term goals.

Other Services

We also have experience and knowledge in annuities, mutual funds, rollovers, and transfers. For further information on these products or services or to schedule a no-obligation appointment, call Wendi Drennon, CFP®, at (864) 261-6532.

Wendi Drennon, CFP®

Securities licensed in SC and GA
(864) 261-6532

Wendi Drennon has over 37 years of experience in the investment industry. In 1999, she joined Peoples Financial Group to develop Peoples Investments, a division of The Peoples Bank. Wendi is an Investment Advisor Representative, CERTIFIED FINANCIAL PLANNER™ professional, and holds Series 6, 63, and 65 licenses through LPL Financial. She is a Clemson University alumna, having graduated with a Bachelor of Science degree in Financial Management and a minor in Accounting.

* 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. The Peoples Bank and Peoples Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Peoples Investments, and may also be employees of The Peoples Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of The Peoples Bank or Peoples Investments. Securities and insurance offered through LPL or its affiliates are:

** Check the background of investment professionals associated with this sit on FINRA’s BrokerCheck. The Peoples Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

*** LPL and its Registered Representatives do not provide tax advice. For specific tax advice, please consult with a qualified tax professional.