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Welcome Rob Unger, Partner, Wealth Advisor, and Brandi Bittinger, Senior Client Service Associate (Ensemble Wealth Coastal Office) to our team!

Ensemble Wealth Pee Dee

Multigenerational Wealth Planning in Florence, SC

Wendell Jones, CFP®, Caroline Toniolo, CRPC®, and the Florence team plan alongside families across the Pee Dee Region.

Play the Ensemble Wealth Planning Our Story video

Where the Ensemble Began

Wendell has advised families in Florence since 1995, bringing an engineer’s precision to financial planning, and with Caroline became the father-daughter partnership at the heart of the practice. The Florence team carries that approach to families across the Pee Dee Region, with plans that look ahead to children and grandchildren.

Wendell Jones in the Florence office

Meet the Florence Team

Our Mission

To harmonize your financial dreams with reality through a distinct blend of generational wisdom and modern strategies.

Visit the Florence Office

Serving Florence and the Pee Dee Region. Your first meeting starts with getting to know your goals, concerns and dreams.

Ensemble Wealth Planning
217 Dozier Blvd, Suite 204
Florence, SC 29501

(843)-407-5095

info@ensemblewealthplanning.com

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