South Carolina Business Review

Tax-efficient investing

By Mike Switzer

Published March 11, 2025 at 6:30 AM EDT

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Chris Cabri, certified financial planner with Wells Fargo Advisors in Greenwood, S.C.

Depending on your tax bracket, our next guest says your appropriate investment choices can vary dramatically, but they should always be tax-efficient. Mike Switzer interviews Chris Cabri, a certified financial planner with Wells Fargo Advisors in Greenwood, S.C.

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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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