Kevin Schreel - Private Wealth Advisor

Kevin Schreel - Private Wealth Advisor Our mission is to love our clients, guide them toward financial freedom and serve them through every season of life.

09/04/2026
08/17/2026

Hope everyone has had a great Back to School week, like our favorite students have! 🍎

08/07/2026

The future is under construction, and we are very excited for what's ahead! (stay tuned for more updates!) πŸš§πŸ‘·β€β™‚οΈ

08/01/2026

Rachel Haan was thankful to have a few of her talented female colleagues join her this week to accept her award at the SC Women in Business Awards luncheon!

07/28/2026

Several of our advisors had the chance to attend Northwestern Mutual's annual meeting last week in Milwaukee. They were happy to connect with colleagues from around the country and came back with lots of fresh insight and ideas to share. We're thankful for our continued partnership with NM!

07/22/2026

Happy birthday to our newest team member Jerrica Roberts! 🎈She and her family moved to Greenville last year, and she is doing a great job supporting McBee Avenue Wealth through client communication, meeting preparation and workflow support. If you call us or come to the office she is often the first team member you will have the pleasure of interacting with.

06/23/2026

Our team was privileged last week to take a field trip with Miracle Hill Ministries, visiting the Greenville Rescue Mission, the Overcomers Center, and the Autoworks shop. We left with a clearer vision of the work they are doing, inspired by all the ways that Greenville works together to care for our community, and excited to continue our partnership with them in new ways! πŸ’š

06/15/2026

Happy Birthday to Thomas Willcox! He has a very exciting year ahead, as he becomes a Grandfather (times 2!) in the next few months! πŸŽ‰

06/11/2026

Happy Birthday to Ori Chambliss! In addition to her recent completion of the FINRA Series 7, she also passed her Series 63 this week, so she's especially excited to celebrate with no more tests on the horizon! πŸŽ‰

06/05/2026

We're proud (and a little late!) to celebrate that in April, Mark Clary was named a Forbes Best-In-State Wealth Advisor for the 5th consecutive year- a testament to his commitment to our clients and outstanding service. Congratulations! πŸ‘

(Ranking Published April 2026. Data as of 6/30/25. No compensation provided for ranking. Licensing fees apply to use Forbes logo)

Address

501 E McBee Avenue
Greenville, SC
29601

Alerts

Be the first to know and let us send you an email when Kevin Schreel - Private Wealth Advisor posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Kevin Schreel - Private Wealth Advisor:

Shortcuts

Share