237-C Willbrook Boulevard
Meet the Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
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.
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. He is securities & insurance licensed in SC, NC, GA, FL, KY, OH, CA, VA, MD, NY, LA, PA, NE & TX and may only discuss and/or transact business with those located in the aforementioned states.
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.
Since entering the financial services industry in 2006, Ellis has focused on helping individuals, families and small businesses achieve 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 who are both completing their college education. 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 an active 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 Georgetown Presbyterian Church serving as an Elder, past chairman of the Christian Education Committee and as a Sunday School teacher.
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. He is securities & insurance licensed in SC, NC, GA, FL, KY, OH, CA, VA, MD, NY, LA, TN, PA & TX and may only discuss and/or transact business with those located in the aforementioned states. 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.
LPL Registered Associate
Owning and operating a variety of businesses over the past thirty years has provided HP with real-world experience. He understands and empathizes with both the small business and individual investor with the challenge of converting assets to wealth. He strives to help clients take the emotional aspect out of investment planning.
HP enjoys watching successful individuals, families, and institutions deploy cost-effective strategies to manage risks to their long-term financial well-being. He helps design portfolios and strategies that are tailored to each client's unique goal.
HP holds the Series 7 and 66 securities registrations through LPL Financial. Licensed in Life, Annuities, Health, Accident, Variable Contracts (NC, SC & KY); Property and Casualty, Surety, and Marine Insurance (SC).
Bachelor of Science in Applied Science, Miami University Master of Education, Saint Petersburg State University Doctor of Philosophy, Saint Petersburg State University
HP and his wife live in Pawleys Island. They enjoy snorkeling, travelling and beachcombing.
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.