My Team

Dons Team

 
Joanne E Beresheim

Joanne E Beresheim

Associate Wealth Management Advisor
Office 864-232-2881

Joanne Beresheim moved here from Florida where she was an experienced residential appraiser with a strong background in office management. She handles all client servicing needs, underwriting inquiries, portfolio rebalancing, equity research and coordination of client reviews. She has earned the FINRA Series 7 & 63 securities licenses as well as the Life, Variable and Accident/Health insurance licenses and the Long Term Care licensing.  Joanne lives in Greenville with her husband and two daughters.

 
Reba R Warlick

Reba R Warlick

Marketing Assistant
Office 864-232-2881

Reba (Bonnie) Warlick is a native of Greenville, South Carolina who currently resides in Greenville with her husband, Keith and their 3 children.  Bonnie previously worked as an administrative assistant for a local insurance company before leaving the workforce to stay home with their children.  She re-entered the workforce on a part-time basis as a call center representative for a local real estate company.  She joined the Clardy team in October of 2017 as a part-time marketing assistant.

 
Robin B Blackwood

Robin B Blackwood

Marketing Coordinator

Robin Blackwood has been a part of the Clardy team for 5 years and has 20 years of Marketing/PR experience. She is a SC native, has lived in Greenville since 1997 and is married with one son. In Robin's free time, she is a special needs advocate and active in her son's school.

 

Don S. Clardy, CFP®, CLU®, MBA, LL.M., J.D.

Wealth Management Advisor

 

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