Anthony Panuccio is a managing director and one of the founders of Greenville, South Carolina-based Crescent Wealth Management. With almost 30 years of experience in personal portfolio management, Anthony specializes in portfolio construction for high-net-worth individuals and their families.

Anthony was recognized as one of the Top 20 Advisors on the 2021 edition of the Forbes list of Best in State Wealth Advisors ¹. He is a sought-out public speaker on investment topics and seminars. However, he is most proud of the long-term relationships that he has developed with his clients, going back over 25 years in some cases. Anthony strives to build loyalty and trust with his clients and their families using his experience and considerable expertise.

Anthony enjoys spending time with his wife, Lesesne, and their four beautiful daughters away from the office. He also enjoys exercising, traveling, attending Clemson sporting events, and a friendly game of golf. In addition, Anthony has served on many boards for his children’s schools and his church. Anthony graduated from Clemson University with a BS in economics.

¹ The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

Emory Hendrix is a financial advisor and partner of Crescent Wealth Management in Greenville. Through detailed and disciplined money management, he works hard to help investors work toward their financial goals, emphasizing excellent service. A distinct advantage of Crescent Wealth Management is that while working with a relatively small client base, Emory can work closely with his clients to help make sense of the puzzle pieces of your financial picture. In addition, Emory specializes in investment management, and he understands that your future, feelings, and family dynamics play a significant role in your investment decisions.

For Emory, it is all about putting the clients first. He works intimately with you to devise a customized, comprehensive financial plan to build and preserve your assets while always serving your best interests by getting to know you and your specific wants and needs. As fee-based advisors, Crescent Wealth Management positions themselves to work closely with their clients. This platform allows Emory autonomy and the ability to further develop client confidence.

Raised in Spartanburg, South Carolina, Emory graduated from Clemson University in 2005 with a BS degree in business management and an emphasis on entrepreneurship. Before joining Morgan Keegan in 2011, he worked as a retail and small business bank lender for over five years in Greenville, where he has lived since 2007. Emory has loved living in Greenville since 2006 as his career, family, faith, and network of friends have grown with the Greenville community’s explosive growth. Emory has served several non-profit organizations as a volunteer, board member, and chair. He has also enjoyed serving social groups as well. Such organizations include Clemson University’s Board of Visitors, South Carolina Waterfowl Association, Greenville Literacy Association, Sigma Alpha Epsilon Alumni Council, Earle Street Baptist Church, and Salvation Army.

Emory and Dr. Martha Clark Hendrix were married in April 2012. They have a son, Guy, born in August 2014, and a daughter, Mary Alice, born in May 2017. Guy and Mary Alice are the loves of their life. Emory and Martha are members at Earle Street Baptist Church, where Martha sings in the choir. In addition, Emory has served as a deacon, member of the Financial Oversight Committee, and a Sunday school teacher for young adults. Emory enjoys spending time with his family, hunting with his British lab, Ruby, working in the yard, exercising, and playing bogey golf with friends.

Kathy entered the wealth management industry in 2002, and she earned her Series 7 and 66 licenses in 2005. A native of Upstate New York, Kathy came to South Carolina when she studied Office Administration at Bob Jones University, and she later decided to make Greenville her home. Before joining Raymond James in 2011, Kathy worked at other financial firms and in the non-profit sector; her experience gives her a strong foundation in client service and operations.

Kathy’s primary role with Crescent Wealth Management includes the clients’ day-to-day administrative and service-related needs. In addition, she has a genuine interest in cultivating relationships with our clients and providing the help, solutions, and information they need.

Kathy enjoys hiking, bicycling, reading, and piano; she is active in her church and plays piano for weddings and other events. She loves being a part of Greenville’s vibrant, growing community and enjoys seeing Crescent Wealth Management play a vital role in helping the people of Greenville and beyond meet their financial goals.

Kent Brace joined the Crescent Wealth Management team as a financial advisor in 2021. Throughout his tenure, Kent has demonstrated an exceptional ability to guide clients towards their financial goals with a focus on strong communication and extreme attention to detail. His commitment to providing tailored solutions and personalized advice has earned him a reputation as a trusted advisor.

Kent holds the Certified Investment Management Analyst (CIMA®) Certification which he earned after completing an advanced executive-level education course at the University of Chicago’s Booth School of Business.

A native of Augusta, GA, Kent graduated from Clemson University io 2016 where he studied marketing and financial management. Prior to his career as an advisor, he spent five years in the college sports industry with Clemson Athletics, the Chick-fil-A Peach Bowl, and JMI Sports.

Kent and his wife, Keitt, love living in Greenville with their son Christian (born March 2023) and their faithful boxer Gus. In addition to being a member of Resurrection Presbyterian Church, Kent is involved with several charitable organizations in the Upstate including the Greenville Clemson Club, Habitat for Humanity, and the First Tee. When he’s not in the office, you will likely find him spending time with his family and friends on a golf course, at a Clemson Football game, or on the Swamp Rabbit Trail.

Certified Investment Management Analyst^® (CIMA^®)
The CIMA certification signifies that an individual has met initial and on-going experience, ethics, education, and examination requirements for the job of investment management consulting, including advanced investment management theory and application. Prerequisites for the CIMA certification are three years of financial services experience and an acceptable ethical background/compliance history as decided in an admissions peer review process governed by the Ethics Board. To obtain the CIMA certification, candidates must successfully complete a one-week classroom education program provided by a Registered Education Provider at an AACSB accredited university business school and pass a Certification Examination. CIMA designees are required to adhere to IWI’s Code of Professional Responsibility and Guidance Document, Disciplinary Rules and Procedures, and Rules and Guidelines for Use of the Marks. CIMA designees must report 40 hours of continuing education credits, including two ethics and one tax/regulations hours, every two years to maintain the certification. The designation is administered through Investments and Wealth Institute^® (IWI).

Barbi joins the Crescent Wealth Management team with more than nine years in the banking and financial services industry at Wells Fargo. Having started her career as a teller, she quickly moved up, holding all branch banking roles, spending her last seven years in branch management. In her final position at Wells Fargo, she was responsible for managing the Easley, Clemson, and Clemson University bank branches. Additionally, her experience working alongside the wealth management team within the bank gives her the skills to handle some of the more complex transactions associated with high-net-worth investors.

Barbi strives to give every client a level of service that exceeds all expectations. The moral foundation of Barbi’s professional career is always to put clients’ financial well-being first. Barbi will be learning from the best and working alongside Kathy to serve on the administrative side of the client relationship. Barbi instills confidence in our clients by providing quality service with attention to detail and care.

Barbi is native to Easley, SC. Currently, Barbi and her husband, Erik, reside in Dacusville, SC, raising their two children, Kali, who is eight, and Fin, four years old. She enjoys spending her weekends boating on Lake Keowee, attending her kids’ sporting events, watching Clemson football, and gardening in her free time.