Blog

Pat Dorn, CFA, Principal The day after Pat retired from Wachovia Bank in 2000, he filed the paperwork with state and federal agencies to establish Anchor Investment Management, LLC. Since that time the business has far exceeded his earliest notions of success on every level, and though he did not launch Anchor with the intentRead more

Margaret Ellen Pender, Principal Margaret Ellen values having an authentic relationship with colleagues and clients of Anchor Investment Management as opposed to transactional dealings. She believes that establishing these genuine relationships with colleagues and clients allows Anchor to function and perform at its highest levels—clients can rely on Anchor to see them through any situationRead more

John Moorman, Principal Since 1986, John has served generations of clients as a fiduciary under the banners of Merrill Lynch, UBS, and Anchor Investment Management. John believes the small size and collegial culture at Anchor improves the quality of services for clients, allowing him to develop long term strategies utilizing trusted colleagues and independent researchRead more

Walker Williams, Principal A student of the market, Walker prefers long-term asset allocation strategies rather than reacting to the day’s headlines.  He strives to cancel out market noise and focus on providing clients with strategies for creating wealth.  Walker places a high value on the team-based approach at Anchor Investment Management and believes his best days atRead more

Gerry Ward, Principal Gerry considers merging his company, Ward Financial Advisors, with Anchor Investment Management the second best decision he’s ever made—he believes the first best decision was proposing to his wife, Jackie. Gerry feels there are no compromises to be made when it comes to caring for clients. Though his company was thriving, oneRead more

Joy Watkins, Principal & Director of Financial Planning When it comes to planning for retirement, Joy wants clients of Anchor Investment Management to be prepared both financially and mentally. She takes a wholistic approach to creating tailored portfolios for clients that is based on their retirement goals. Joy believes financial planning is a journey ratherRead more

William Haselden, Principal with 18 years of experience as a former public accountant and trust officer in the banking industry, William provides a unique and invaluable service for clients of Anchor Investment Management. His experience from these careers allows him to empower clients and colleagues with the knowledge they need for making informed investment optionsRead more

Brian Blackwelder, Senior Relationship Manager Brian joined Anchor Investment Management in May of 2021 after serving in the financial services section of the banking industry. He brings 25 years of financial experience to the team of Anchor Management, specializing in everything from mortgages to wealth management. Brian uses a team-based approach for customizing his clients’Read more

Sara Caudle, Investment Associate Sara joined the team at Anchor Management in April of 2021 and, after working several years with both institutional and personal investment portfolios, she enjoys the collaborative culture at Anchor that places clients above commissions. Sara believes long-term investment strategies deliver positive results more often than approaches with  short-term focus, andRead more

Laura Culler, Controller Laura Culler brings a thoughtful, solutions-oriented mindset to her role as controller. She values collaboration and integrity and believes that a well-run finance function is essential to building trust and long-term relationships — both with clients and within the team. Her goal is to ensure that Anchor’s financial operations not only supportRead more