Resolute Capital, LLC

Louis Porter is a financial advisor with Resolute Capital, LLC in Greenville, SC, holding Series 63 and Series 65 licenses and having two years of industry experience. He has worked at several firms, including Strategic Wealth Designers and The Vanguard Group, Inc. Resolute Capital serves individual clients, including high-net-worth individuals, as well as family offices, trusts, estates, and private foundations, offering discretionary portfolio management, financial planning, sub-advisory services, and educational workshops. The firm employs investment strategies based on modern portfolio theory tailored to clients' objectives and risk tolerance, with accounts managed on a discretionary basis and reviewed regularly.

Julie Worley is a financial advisor at Resolute Capital, LLC with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Foothills Wealth Management and Cambridge Investment Research. Resolute Capital serves individual clients, including high-net-worth individuals, as well as family offices, trusts, and private foundations, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm employs investment strategies based on modern portfolio theory, tailored to clients’ goals and risk tolerance, and provides educational workshops at no cost.

Joshua Ord is a financial advisor at Resolute Capital, LLC with one year of industry experience. He holds a Series 65 license and has previously worked at TruNorth Advisors and Volt Energy. Resolute Capital serves individual clients, including high-net-worth individuals, as well as family offices, trusts, estates, and private foundations. The firm provides discretionary portfolio management, financial planning, and sub-advisory services, using investment strategies based on modern portfolio theory tailored to clients' specific goals and risk tolerances.

Braden Weems is a financial advisor at Resolute Capital, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including The Stafford Corporation and Desert Rose Capital Management. Outside of his advisory role, he has a background that includes positions at Aptive Environmental and Brigham Young University - Idaho. Resolute Capital serves individual clients, including high-net-worth individuals, as well as family offices, trusts, estates, and private foundations. The firm provides discretionary portfolio management, financial planning, and sub-advisory services, emphasizing tailored investment strategies based on modern portfolio theory and client-specific goals.

Jeffrey Lindsey is a financial advisor with Resolute Capital, LLC in Greenville, SC, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at TruNorth Advisors, Equitable Advisors, and Wells Fargo Securities, LLC. Resolute Capital serves individual clients, including high-net-worth individuals, as well as family offices, trusts, estates, and private foundations. The firm provides discretionary portfolio management, financial planning, and sub-advisory services, employing modern portfolio theory to tailor investment strategies based on clients’ goals, risk tolerance, and tax considerations.

Brandon Casas is a financial advisor at Resolute Capital, LLC in Greenville, SC, holding Series 63 and Series 66 licenses. He has experience working with Bank of America, Merrill, and The Vanguard Group, with a career spanning over eight years. Resolute Capital serves individual clients, including high-net-worth individuals, as well as family offices, trusts, estates, and private foundations. The firm provides discretionary portfolio management, financial planning, and sub-advisory services, employing modern portfolio theory to tailor investment strategies to clients’ goals and risk tolerance.

Byron Hurren is a financial advisor at Resolute Capital, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Resolute Capital since 2022, following a two-year tenure at TruNorth. Resolute Capital serves individual clients, including high-net-worth individuals, as well as family offices, trusts, estates, and private foundations. The firm provides discretionary portfolio management, financial planning, and sub-advisory services, using modern portfolio theory to tailor investment strategies to client goals, risk tolerance, and tax considerations.

Adam Taylor II is a financial advisor at Resolute Capital, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Resolute Capital since 2023, with prior experience at TruNorth Advisors and Oxford Advisory Group. Before entering the advisory field, he spent eight years at BYU-Idaho. Resolute Capital serves individual clients, including high-net-worth individuals, as well as family offices, trusts, estates, and private foundations. The firm provides discretionary portfolio management, financial planning, and sub-advisory services, using modern portfolio theory to tailor investment strategies to each client’s goals, risk tolerance, and tax considerations.

Matthew Dixon is a financial advisor at Resolute Capital, LLC in Greenville, SC, with five years of industry experience. He holds a Series 65 designation and has been with Resolute Capital since 2019. Dixon also owns and operates MBD Services LLC, a licensed insurance agency. Resolute Capital serves individual clients, including high-net-worth individuals, as well as family offices, trusts, estates, and private foundations, providing discretionary portfolio management, financial planning, and sub-advisory services. The firm uses modern portfolio theory to develop investment strategies tailored to clients’ goals and risk tolerance, and offers educational workshops and seminars.