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frances simonFrances Simon
Frances Simon has over three decades of experience in the financial services industry. Over the years she has acquired an in-depth knowledge of investment products and services. Today, she uses her experience, investment insight, and finely honed problem-solving skills to create “total planning” strategies designed to help her clients protect and grow wealth prudently.

Frances is a graduate of Clemson University with a master’s in education. As a former educator, her teaching skills that have proven invaluable in helping inform and educate her clients.

In 1998, she formed The PSGroup: Designs for Wealth: Plans for Life maintaining her long time affiliation with Consolidated Planning, Inc. in Charlotte, NC.

A wife, mother and grandmother, Frances likes to give back. She is involved in several local charities, as well as church outreach programs, organic food and arts organizations in Greenville. She also speaks to diverse groups throughout the year on financial topics that address the unique issues they face in their lives.
Check the background of this investment professional on FINRA’s BrokerCheck.

bart ellisBart Ellis
Bart Ellis, a Greenville native, joined The PSGroup in 2006 after working in marketing and public relations for six years.

He received a B.A. in Business Management from James Madison University after graduating from Christ Church Episcopal School in Greenville.

Bart is an active member of the community involved in a variety of volunteer activities and serving as 2nd vice president of the board of the Greenville County Historical Society.

In his spare time, Bart enjoys travel, hiking and fly fishing. He and his wife Allison live in Greenville with their daughters Pearl and Elsie and their beloved boxer, Dazzle.
Check the background of this investment professional on FINRA’s BrokerCheck.

michaelMichael Watts
Michael H. Watts was born in Taylorsville, North Carolina and grew up in Asheville. In 1973, he graduated from Mars Hill College with a degree in Business Administration. Moving to Greenville, South Carolina in October of 1973, he went to work for Reed and Associates immediately entering the world of financial services.
The year 1987 presented Michael with a new life with his lovely wife, Sally Wise, and a new position with Consolidated Planning, Inc. where has earned the title of Senior Vice President. In 2016, Michael and long-time associate Frances Simon combined their offices in a new location in the Wells Fargo building in the heart of downtown Greenville.

Michael takes pride in the fact that through his many years of experience he has developed the knowledge to look at a situation and be able to see what needs to be done. He and his team at The PSGroup handle each intricate part and steps in the financial planning process for business owners and executives. They approach each client with honesty and creativity establishing a lasting relationship built on trust, service and a clear vision of what the future holds. Michael also coaches future entrepreneurs strengthening their business acumen.

The PSGroup’s philosophy is simple explained by their tagline Designs for Wealth – Plans for Life. Their goal is to have the proper team to get the job done right and to be there to support clients and deliver to them impeccable service.

Registered Representative and Financial Advisor of Park Avenue Securities; Financial Representative of Guardian.

anitaAnita Black
Anita Black joined The PSGroup in April 2015 as an Administrative Assistant. She works on account administration and detail follow-through. She brings with her over 28 years of experience in this field.

She is a Greenville native and a graduate of Greenville Technical College and Southside High. She and her husband, Chip, have fraternal twin daughters, Hannah and Haley, who are now in middle school. They are members of Brookwood Church in Simpsonville, SC. In her free time, she enjoys cook-outs with friends, walks on the Lake Conestee Nature Trails, weekend getaways, and shopping with her girls.

Peter DiMartinisPeter DiMartinis
Pete DiMartinis moved frequently growing up, spending time in MA, MO, NC, and SC. Pete is currently attending Clemson University and plans to graduate with a B.S. in Financial Management by the Spring of 2018.

Pete joined The PSGroup as an Intern in the summer of 2014 and obtained his Life, Accident and Health Producer License in early 2015. In between a full course load, Pete continues to remain involved in the business and is developing his own client base in the upstate.

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The Living Balance Sheet

CONTACT US

864.232.9316

fsimon@thepsgroup.net

Securities products [and advisory services] offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 4201 Congress Street, Suite 295, Charlotte, NC 28209 , ph# 704-552-8507. PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. The PSGroup is not an affiliate or subsidiary of PAS or Guardian. Important Disclosures 2016-19987 Exp 3/18

PAS is a member FINRA, SIPC.