Our professional team at Sharonview Financial Services focuses on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short- and long-term objectives. And by building a lasting, personal relationship with you, we are able to help you anticipate and plan for the future.


 
Dwayne Clendaniel, CRPC
Vice President, LPL Financial Advisor

Since 2003, he has been helping Sharonview Federal Credit Union members plan for their financial futures. He has been in the financial services business as a General Securities Representative for over 25 years.

 

Dwayne has been a Chartered Retirement Planning Counselor (CRPC) since 2007.

The CRPC program is developed with a focus on client-centered problem solving. Applicants gain in-depth knowledge of individuals' needs both before and after retirement. The study program to become a CRPC covers the entire retirement planning process, including meeting multiple financial objectives, sources of retirement income, personal savings, employer-sponsored retirement plans, retirement cash flow, asset management, estate planning and more.

Dwayne's education and qualifications include:

  • Chartered Retirement Planning Counselor (CRPC)
  • Series 7, 63 and 65 registrations held with LPL Financial
  • North Carolina Life Insurance/Variable Life/Variable Annuity
  • North Carolina Long Term Care Insurance Licensed
  • Member of Financial Services Institute
  • Bachelor of Arts in Mathematics, minor in Business, at Southern Wesleyan University, SC

Dwayne lives in Charlotte, NC, serving members of the Charlotte, Salisbury and surrounding areas. He is supported by Ginger Boucher, Sharonview Financial Services Marketing Coordinator.

To schedule an appointment with Dwayne, email him at Dwayne.Clendaniel@Sharonview.org.

 
Chuck Coveney, AAMS
LPL Financial Advisor – South Carolina

He has been a Financial Advisor for over 10 years. Since graduating college in 2003, he has been helping clients reach their financial goals at Edward Jones, and most recently, as a financial advisor/owner of Coveney Wealth Management (clearing through LPL Financial).


Chuck’s education and qualifications include:

  • Bachelor of Science in Business Administration, Bloomsburg University of Pennsylvania
  • Accredited Asset Management Specialist ( AAMS)
  • Series 7, 24, 63, 65 registrations held through LPL Financial
  • Licensed to offer Life Insurance/Variable Life and Fixed/Variable Annuities
  • Member of Financial Services Institute

Chuck and his family live in the Boiling Springs, SC area, serving members in the South Carolina Upstate and Shelby areas. They enjoy traveling, riding bikes, spending time with family/friends, and their two dogs. Chuck likes to golf, work on small engines and work in his garden.

To schedule an appointment with Chuck, email him at Chuck.Coveney@Sharonview.org.

 
Yolanda Wilson
LPL Registered Service Associate

As a Registered Service Associate, Yolanda supports Dwayne Clendaniel in the Charlotte region. She assists members with any service requirements they have. She currently holds series 7 and 63 registrations with LPL Financial.


Yolanda obtained her bachelors degree from Winthrop University and is currently pursuing an MBA with a finance concentration from the University of Phoenix.

Yolanda has lived in Rock Hill, SC for the past 10 years. In her spare time she likes to read, enjoy Investigation Discovery, and spend time with her family.

To schedule an appointment with Yolanda, email her at Yolanda.Wilson@Sharonview.org.

 
Ginger Boucher
Marketing Coordinator

She has been servicing members through Sharonview Financial Services program since 2003. She stands ready to help members with all their scheduling and servicing needs.


Ginger lives in Rock Hill, SC. She enjoys traveling, working out, riding motorcycles, spending time with her son Spencer and her dog Jewels.

To schedule an appointment with Ginger, email her at Ginger.R.Boucher@Sharonview.org.

 

Check the background of this firm on FINRA's BrokerCheck

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. nsurance products offered through LPL Financial or its licensed affiliates. Sharonview Federal Credit Union and Sharonview Financial Services are not registered broker-dealers and are not affiliated with LPL Financial.

CRPC© is a registered service mark of the College for Financial Planning®. * Representatives are not tax advisors. For information regarding your specific tax situation, please consult a tax professional.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CO, FL, GA, ID, IL, MD, NC, NJ, NY, PA, SC, SD, TX.

  • Not NCUA Insured
  • No Credit Union Guarantee
  • May Lose Value