Weinkle Batson Investment Consulting Group of Wells Fargo Advisors

Weinkle Batson Investment Consulting Group of Wells Fargo Advisors is a financial consulting team in Greenville, SC, located at 15 S Main St 3rd Floor. The group provides investment planning and portfolio management services to individuals, families, and businesses. The team operates as a single unit where all members serve each client together rather than taking on individual clients per advisor.

The team consists of Brian Weinkle, CWS, Senior Vice President - Investment Officer; Pam Batson, CFP, Senior Vice President - Investment Officer and PIM Portfolio Manager; and Andrew Weinkle, CIMA, First Vice President - Investment Officer. The advisors have worked together for over 20 years. Pam Batson has worked in the financial services industry since 1995. Brian Weinkle holds the Certified Wealth Strategist designation. Pam Batson is a CERTIFIED FINANCIAL PLANNER professional. Andrew Weinkle holds the Certified Investment Management Analyst designation. All three advisors earned the 2019-2021 Wells Fargo Advisors Platinum Council distinction.

The Weinkle Batson Investment Consulting Group of Wells Fargo Advisors has been named to the Forbes Best-in-State Wealth Management Teams for 2024 and 2025. The team offers in-person meetings and virtual video conferences to create personalized financial plans.