PID 2112

CLU

Chartered Life Underwriter

The CLU® is a professional designation for those specializing in life insurance. Courses cover a variety of topics such as fundamental of insurance planning, individual life insurance, life insurance law, fundamentals of estate planning and planning for business owners. Eight examinations must be passed to achieve this designation. The CLU® is awarded by The American College of Financial Services in Bryan Mawr, Pennsylvania.

Katie Sanders, CLU®, CFP®

Katie Sanders is a Wealth Coach at Foster Victor Wealth Advisors. A graduate of The University of Alabama, she had a background in public relations and marketing prior to switching …

McCreight King, CLU®, CFP®

McCreight King graduated with a Marketing degree from Clemson in 2005 and then began his career in financial services. Prior to joining Foster Victor Wealth Advisors, McCreight was the Regional …

Rob Coleman, CFP®, CIMA®

As a Wealth Coach, Rob is responsible for working with both new and existing clients to analyze and execute their tailored financial plans. Rob holds his CLU®, CLTC®, CFP®, and …

Erik Mizell, CFP®, CLU®, RICP®

Erik is a Wealth Coach for our team, and he specializes in working with clients to develop income distribution strategies to maximize their retirement goals.  He is a Certified Financial …

Paul Foster, CTFA, CPWA®, CFP®

As one of the founding members of the Foster Victor team, Paul Foster is committed to helping families and small business owners succeed with both financial and legacy planning.  He …