Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
C. Steve Lee
Branch Manager
843-235-1190
Steve Lee is an accomplished wealth manager with over 35 years of experience in the financial services industry. He is responsible for all compliance issues at Hammock Wealth Management.
He holds the Series 7, 65 & 24 securities registrations through LPL Financial. Steve graduated in 1972 from Clemson University with a Bachelor of Science degree in Accounting.
Past hobbies include golfing and tournament-level bass sport-fishing. Steve currently resides in Myrtle Beach with his wife Ann. He currently devotes much of his free time to doting on his two granddaughters.
Ellis M. O'Tuel CRPC@
Principal
843.235.1190
Since entering the financial services industry in 2006, Ellis has focused on helping individuals, families and small businesses pursue their financial goals through a comprehensive planning process.
Ellis lives in Pawleys Island, SC with his wife Jan. They are the parents of twin sons Jacob Ellis and John Michael. Ellis’ hobbies include fitness, golf, running, beachcombing and studying history.
He is involved in charitable endeavors primarily by serving as a board member for St. Christopher’s Children. This organization supplies clothing and orthodontic care to needy children in Georgetown County. He is also a former Rotarian with the Pawleys Island Rotary Club and is a Paul Harris Fellow and Past President. He was awarded Rotarian of the Year for 2017-18.
He is an active member of All Saints Church in Pawleys Island.
He is also an avid supporter of the Harbor Historical Association and the South Carolina Maritime Museum in Georgetown SC.
He is motivated to provide honest, accurate advice in all life phases of financial planning. His fifteen-year involvement in his family's small business has given him a unique perspective in understanding the needs and issues of businesses and their employees.
Ellis holds the Series 7 & 66 securities registrations through LPL Financial. Ellis earned the Chartered Retirement Planning Counselor designation from the College of Financial Planning in December 2012. In 1991, Ellis graduated from Wofford College with a Bachelor of Arts degree in Government.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.