South Carolina Business Review

Lowering the stress of navigating financial markets

By Mike Switzer

Published January 9, 2024 at 6:30 AM EST

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David Turner, certified financial planner in Greenville, SC

As we start a new year, it’s natural to have concerns about whether the financial decisions you made last year or will be making this year, are the best ones for you and your family. Especially when stock and bond market environments like we’ve seen the last couple of years happen, which can shake the confidence of even the most seasoned investors. Our next guest has some suggestions for us on how to be more confident in financial decision-making. Mike Switzer interviews David Turner, a certified financial planner in Greenville, SC.

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Mike Switzer

After almost 20 years, Mike Switzer retired from Wells Fargo Securities in 2001 as Senior Vice President/Investment Officer and Certified Portfolio Manager. In 1999, he and his wife, Maggie, purchased and operated for eight years the Baskin Robbins ice cream store on Forest Drive in Columbia. They grew the store from a bottom-tier operation in the Baskin Robbins franchise system to one in the top 5% nationwide within three years, tripling sales along the way. While operating the ice cream store, Mike and Maggie received patents for a portable ice cream sink and fold-down sneezeguard they invented and in 2002 started Magnolia Carts, an ice cream cart manufacturing company, which they sold in 2013.

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