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Administrative assistant

Marty Cline

Helping individuals achieve their financial goals and working with them to attain their dreams provides Marty with the inspiration and motivation she needs when assisting clients.  Her role with Roadstead Capital Partners is to assist clients throughout the onboarding phase and provide continual administrative assistance when necessary. 

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She is a graduate of Kent State University and holds a bachelor’s degree in business administration.  She is Series 7 and 66 licensed. 

She and her husband, Jerry, live on Lake Keowee with their two dogs, Fletcher and Maverick.  In her spare time, she enjoys pickle ball, golfing and hiking.

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Get in Touch

843.789.4256

Contact

250 Mathis Ferry

Suite 200

Mount Pleasant, SC

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Office: 843.789.4256

Fax: 843.628.4265

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info@roadsteadcp.com

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Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice.

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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.

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