Investment Services

Investment Services

At The Peoples Investment Services, available through Sorrento Pacific Financial, LLC (SPF)*, we speak fluent financial success. We value our local customer relationships, and we aim to deliver appropriate, well-informed investment decisions to our clients. We have all the tools** for your financial advantage—right here in Anderson and surrounding communities.

Choose from a wide array of products and services to satisfy your upcoming business objectives.

Tax-Advantaged Investing

Reduce your company’s tax burden, working hand-in-hand with your CPA or tax attorney.***

Small Business Retirement Plans

Owning a business doesn’t just mean ensuring your company’s future; it also means ensuring your employees’ futures. We can help you eliminate worry by setting up a plan such as a 401k, SIMPLE IRA, or SEP IRA. We understand the unique needs of small, family-owned companies, sole proprietors, mid-sized enterprises, and large corporations alike – and we’re committed to providing solutions to help businesses continue to grow and succeed. We’ll be by your side to help ensure you end up with a plan both suitable and practical for your business!

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 30 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. She is a Clemson University alumna, having graduated with a Bachelor of Science degree in Financial Management and a minor in Accounting.

*Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC (“SPF”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through SPF: are not FDIC or otherwise federally insured, are not guarantees or obligations of the bank, and may involve investment risk including possible loss of principal. Investment Representatives are registered through SPF. The Peoples Bank has contracted with SPF to make non-deposit investment products and services available to bank customers. The Peoples Bank is not authorized to provide investment advice on behalf of SPF.

 ** You are being referred to Sorrento Pacific Financial, LLC (“SPF”) the brokerage firm and Registered Investment Adviser that provides non-deposit investment products and services through SPF Financial Professionals at your Bank. SPF and your Bank have entered into an agreement whereby the Bank may refer potential investment clients to SPF. Below is some important information for you to understand about this endorsement.

  • The Bank is not a current investment client of SPF and is not affiliated with SPF.
  • The Bank will receive compensation from SPF if you establish an investment advisory account with SPF or engage SPF for financial planning services.

o The Bank will receive up to 42% net of fees, expenses and overhead of the investment advisory fee or financial planning fee that you pay to SPF. The Bank will receive this fee for as long as you maintain an investment advisory relationship with SPF.

o You do not pay a higher investment advisory fee or financial planning fee because of the fee paid to the Bank.

  • The Bank has a conflict of interest because it has a financial incentive to recommend that you establish an investment advisory relationship with SPF.
  • The Bank may compensate certain Bank employees to refer potential clients to SPF for investment advisory services. This creates a conflict of interest because the Bank employee receives a $25 one-time payment per referral if the potential client attends a meeting with SPF. The Bank employee receives the payment even if the potential client does not establish an investment advisory relationship with SPF.

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