WHY US

Client Support Team

Delivering the level of service we believe our clients deserve takes a team of dedicated people, always thinking about the needs of our clients first.

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Hayley Pandolph
Client Associate

Hayley is a client associate at Provista Wealth Advisors and manages the social media. She earned a marketing degree from North Greenville University.

Hayley and her husband Daniel have been married 12 years and have two daughters, Lily & Kat. Her goal is to give clients a first-class experience through Provista.

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Maggie Caldwell
Receptionist

Maggie is the receptionist at Provista Wealth Advisors. She began her career in retail banking in 2012 and had been in the Banking industry for 10 years before joining Provista, which she believes is the best decision she ever made! She is currently working on Associates Degree in Human Resource Management. She has earned an American Bankers Association Customer Service Certificate and American Bankers Association Team Lead/Supervisor Certificate.

Maggie met her husband in 2011 and has been married for 8 years. They have 2 boys, Grayson (4) and Mason (3), and their dog Diesel (9). Maggie enjoys UTV Off-Road Trail riding with her husband and boys as well as reading fiction/thriller books on kindle.

Maggie’s passion has always been interacting with people and building relationships with clients. She strives to help create a welcoming atmosphere and a positive first impression for all their clients and visitors when they walk into the office. In the words of Shep Hyken “Customer Service is the experience we deliver to our customers. It’s the promise we keep to the customer. It’s how we follow through for the customer and it’s how we make them feel when they do business with us.”

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Andrew George
Operations Administrator

Andrew is the operations administrator helping to manage the details of the office at Provista Wealth Advisors. He was born and raised in West Virginia as one of six children. While in high school, Andrew enjoyed playing baseball, soccer and basketball. While he studied and earned his BA in History at Covenant College, he continued to fuel his love for basketball by playing for the university team.

Andrew is married to his high school sweetheart Jen, and they have four children: Davis (13), Riley (11), Lily Drew (9), and Bowen (4). He is an excellent wood chopper and enjoys playing golf, eating good food, and spending time with his kids. Additionally, you will want Andrew on your team if you are playing Trivial Pursuit. He is passionate about connecting with people and helping them reach their goals.

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May Reid
Operations Manager

May is operations manager at Provista Wealth Advisors. She earned a BA in Business/Economics from Wofford College. May has been in the financial industry since 2005 when she began working for Wachovia Bank. She has held various positions with Wachovia, Wells Fargo, and Bank of Travelers Rest. She is also series 7, 9, 10, and 66 licensed.

May is married to Hunter, and together they have two children, Bruce and Leila. While May loves spreadsheets and is a very detail-oriented person, she definitely enjoys spending time with her family and friends. At Provista, her goals is to provide excellent customer service for her clients.

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Shelly HarrisFPQP®
Client Service Associate

Shelly is a Financial Paraplanner Qualified Professional with Provista Wealth Advisors, where she leverages her passion for client service and financial planning to enhance the client experience. Before entering the financial industry, Shelly was a Physical Therapist Assistant, where she excelled in helping patients achieve their goals and build meaningful relationships. She now brings these skills to her role in finance, committed to delivering outstanding client service and fostering deep connections with clients.

Outside of work, Shelly and her husband, Jeff, are busy parents to Lilly and Landen. Their family enjoys boating, playing games together, and hanging out with friends. Active members of their local church, they are dedicated to supporting and serving their community. Shelly also enjoys running and savoring a good cup of coffee.

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC. Provista Wealth Advisors is a member firm of Kestra Private Wealth Services, LLC, an affiliate of Kestra IS. Provista Wealth Advisors and Kestra IS are not affiliated. Neither Kestra IS nor its affiliates offer tax or legal advice. Investor Disclosures.

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Under no circumstance shall we have any liability to you for any loss or damage of any kind incurred as a result of the use of the site or reliance on any information provided on the site. Your use of the site and your reliance on any information on the site is solely at your own risk.

The Site may contain (or you may be sent through the Site links to other websites or content belonging to or originating from third parties or links to websites and features in banners or other advertising. Such external links are not investigated, monitored, or checked for accuracy, adequacy, validity, reliability, availability or completeness by us.

We do not warrant, endorse, guarantee, or assume responsibility for the accuracy or reliability of any information offered by third-party websites linked through the site or any website or feature linked in any banner or other advertising. We will not be a party to or in any way be responsible for monitoring any transaction between you and third-party providers of products or services.

The Site cannot and does not contain financial advice. The financial information is provided for general informational and educational purposes only and is not a substitute for professional advice.

Accordingly, before taking any actions based upon such information, we encourage you to consult with the appropriate professionals. We do not provide any kind of financial advice. The use or reliance of any information contained on this site is solely at your own risk.

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The views and opinions contained in the testimonials belong solely to the individual user and do not reflect our views and opinions.

*Note: While Provista Wealth Advisors does not provide specific tax or legal advice, our financial planning role in the implementation process is to help clients target potential mistakes and/or oversights that may then be addressed with your estate planning attorney or CPA.

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Terms and Conditions of Use

By accessing the www.provistawealth.com website (the “Website”), you agree to be legally bound by the following terms and conditions.

No Offer

The information contained in the Website is not intended to constitute an offer to sell or the invitation or solicitation of an offer to buy any product or service or security by any company described or referred to in the Website and must not be relied upon in connection with any investment decision. You should rely solely on your own investigation regarding any investment decision and should seek competent professional advice.

Use of the Website

As a condition to your use of the Website, you will not, directly or indirectly: (a) use the Website to infringe upon the intellectual property rights of others; (b) use the Website or make any attempt to penetrate, modify or manipulate the Website to invade the privacy of any other user thereof; (c) attempt to modify, erase or damage any information contained on the Website or any device connected thereto; (d) reverse engineer any portion of the Website; (e) restrict or inhibit others from using the Website; (f) engage in conduct or distribute material that is harmful, obscene, otherwise illegal or objectionable, or gives rise to civil or criminal liability; (g) spoof or otherwise impersonate any individual or entity; or (h) violate or attempt to violate the security or integrity of the Website. Provista Wealth Advisors (“Provista”) reserves the right to investigate and involve and cooperate with law enforcement authorities, and to pursue a lawsuit or criminal prosecution, for any alleged or actual harmful or illegal activities involving the Website. Provista reserves the right, at any time, to modify or discontinue, temporarily or permanently, the Website, with or without notice. Provista reserves the right to modify these terms and conditions at any time. You should visit the Website periodically to review the current terms and conditions. The Website is not intended for use by minors.

Access Subject to Local Restrictions

The Website and all information and functionality contained within it are not directed at or intended for use by any person resident or located in any jurisdiction where (a) the distribution of such information or functionality is contrary to the laws of such jurisdiction or (b) such distribution is prohibited without obtaining the necessary licenses or registrations.

No Warranty

No member of Provista makes any representation or warranty as to the accuracy, reliability, or completeness of the information contained in the Website (the “Information”) nor as to the appropriateness of the Information for any use which any recipient may choose to make of it and accepts no responsibility for updating any part of the Information or for correcting any material error or omission which may become apparent after Information has been displayed on the Website. Except insofar as liability under any statute cannot be excluded, Provista nor any of its directors, employees, and consultants accept any liability (whether arising in contract, or tort, or negligence or otherwise) for any error, omission, or misrepresentation in relation to the Information or for any loss, damage, cost or expense (whether direct, indirect, consequential or otherwise) suffered by the recipient of this Information or any other person as a result of any use of or reliance upon any Information or statement of any kind (including statements of fact or opinion) contained herein. All content on the Website is provided "as is,” with no guarantees of completeness, accuracy, or timeliness, and without representations, warranties, or other contractual terms of any kind, express or implied. Provista does not represent or warrant that the Website, any services provided through the Website, and/or any information or other material contained within or downloaded from the Website, will be accurate, current, uninterrupted, error-free, omission-free, or free of viruses or other harmful components.

Copyright and trademark protection

The copyright and all other rights in all the material on the Website are owned by Provista Wealth Advisors. No commercial use, resale, or exploitation of material from the Website is permitted without the express written permission of Provista and any other applicable copyright owners. You may copy material on this website for your own private or domestic use only. All other copying is prohibited. Unauthorized use may constitute an infringement of the relevant owner's rights.

External websites

The Website may contain links to third-party websites. Provista is not responsible for the security or content of any third-party websites.

External links to the Website

All links to the Website must be approved in writing by Provista Weatlth Advisors except the Provista consents to links in which: (i) the link is a text-only link containing only the name “Provista Wealth Advisors”, (ii) the link points only to www.provistawealth.com and not deeper pages; (iii) when activated by a user, the link displays that page full screen in a fully operable and navigable browser window and not within a frame on the linked website; and (iv) the appearance, position and other aspects of the link neither creates the false appearance that an entity or its activities are associated with or sponsored by the Provista nor damages or dilutes the goodwill associated with the Provista's name or trademarks. Provista Wealth Advisors reserves the right to revoke this consent to link at any time.

Privacy

You acknowledge that any information provided to Provista in connection with the use of the Website may be used by any member of the Provista for its own purposes and may be released by any member of Provista to third parties as reasonably required. This includes, but is not limited to, where any member of Provista is required to release information as a result of the law or regulatory order, or in connection with its or their own analysis. Read our Data Privacy Notice.

Severability Clause

To the extent that any provision of these terms and conditions is found by any competent court or authority to be invalid, unlawful, or unenforceable in any jurisdiction, that provision shall be deemed not to be part of this disclaimer but such finding shall not affect the validity, lawfulness or enforceability of the remainder of these terms and conditions in that jurisdiction, nor shall it affect the validity, lawfulness or enforceability of these terms and conditions in any other jurisdiction.