Top Investment Advisors in Greater Atlanta Area

Christie Cook, CRPC® , CMFC®

Retirement Plan Specialist/Senior Account Executive for The Principal Financial Group

Greater Atlanta Area

Retirement Plan Specialist/Senior Account Executive for The Principal Financial Group

Investment Advisor Representative

Senior Retirement Consultant

Retirement Consultant

Account Executive

Outside Sales Representative

Area Business Manager

Kennesaw State University - Michael J. Coles College of Business

Berry College - Campbell School of Business

Recommendations: 2

Human Resources

Consulting

Strategic Communications

Change Management

Account Management

Relationship Management

Business Strategy

Marketing Strategy

Robert Aldrich

Vice President

Greater Atlanta Area

Vice President

Asset Manager & Investment Advisor

Chair of Financial Committee

President

Vice President

Director of Asset Management

Senior Property Manager

Facility Coordinator

San Jose State University

Menlo College

Recommendations: 2

Real Estate

Investments

Asset Management

Negotiation

Property Management

Real Estate Investment

International Real Estate

Renewable Energy

Lori Morell

Senior Director (Mkting and Sales) Strategy, Insights and Operations

Greater Atlanta Area

Senior Director (Mkting and Sales) Strategy, Insights and Operations

Director - Global Marketing and Sales Activation

Director of Corporate Strategy

Research Director

General Manager - North America Wiper Business

Manufacturing Director - Kimberly-Clark Professional

Misc Marketing and Research & Engineering positions

VP & Registered Investment Advisor

University of North Carolina at Chapel Hill

Kennesaw State University

Recommendations: 1

B2B Marketing Strategy

B2B Marketing

Strategic Planning

Business Case Development

Global Marketing

Cross-functional Team Leadership

Stakeholder Management

Operations Management

l****[email protected]

David Williams

Practice Principal

Greater Atlanta Area

Practice Principal

Principal - Process Improvement/MoC/IT Strategy

Investment Advisor

Principal - Business and IT Transformation

Lead Consultant

Senior Manager

Manager

Senior Consultant

Senior Business Analyst

Senior Consultant

Recommendations: 1

d****[email protected]

Trey Haydon

Vice President, Investments

Greater Atlanta Area

Vice President, Investments

Vice President- Investment Management Consultant

Vice President- Investment Advisor

Sr. Account Manager, Vice President

Managing Director Brazil Market

Washington and Lee University

Recommendations: 0

t****[email protected]

Kevin Cross, CPA

Minister of Generosity

Greater Atlanta Area

Minister of Generosity

Executive Director

Eternal Investment Advisor

Founder & CEO

Florida International University - College of Business

Recommendations: 0

k*****@account417.com

Adam Jennings

Associate

Greater Atlanta Area

Associate

Investment Advisor

CSU Fresno

GBHS

CCIM Institute

Recommendations: 0

Sports

Real Estate

Cold Calling

Market Analysis

Sales

New Business Development

Marketing

Intellectual Property...

a****[email protected]

Hunter Hamm, CFA®

Financial Advisor/Portfolio Manager

Greater Atlanta Area

Financial Advisor/Portfolio Manager

Vice President

Investment Advisor

Vice President - Structured Finance

Vice President - Capital Markets

Senior Accountant

University of Georgia - Terry College of Business

Recommendations: 0

h****[email protected]

Drew Fleming

Senior Managing Director

Greater Atlanta Area

Senior Managing Director

Senior Director

Senior Vice President, Principal

Senior Investment Advisor

Associate

Sales Representative

The University of Alabama

Darlington school

Recommendations: 0

Disposition

Shopping Centers

Investment Properties

Brokerage

Location Intelligence

Real Estate Economics

Leases

Commercial Real Estate

d****[email protected]

Kim Scouller

Investment Advisor Representative

Greater Atlanta Area

Investment Advisor Representative

Louis D. Brandeis School of Law at the University of Louisville

Saint Mary's College

Recommendations: 0

Estate Planning

Securities

Wealth Management

Investments

Retirement Planning

IRAs

401k

Long-term Care

Bo Gibbs

Founder

Greater Atlanta Area

Founder

President & CEO

President

Investment Advisor, Business Development

Investment Advisor

Senior Vice President Sales Support

Senior Vice President

Vice President Sales & Marketing

Regional Director

Independent Life Insurance Sales Agent

Indiana University Bloomington

East High School

Recommendations: 0

Business Strategy

Strategic Planning

Product Marketing

Leadership Development

Fixed Annuities

Leadership

Retirement Planning

Sales

b****[email protected]

Patrick Cheek

Account Executive

Greater Atlanta Area

Account Executive

Inside Sales Consultant

Account Executive

Investment Advisor Assistant

Regional Sales Director

Senior Account Executive

University of Georgia - Terry College of Business

Georgia Southern University - College of Business Administration

Recommendations: 0

p****[email protected]

Sarah Matthias

retail sales associate/cashier

Greater Atlanta Area

retail sales associate/cashier

Insurance Agent

textbook sales associate

Investment Advisor

Public Relations Associate (junior)/Researcher

independent finance tutor

Georgia Gwinnett College

Georgia State University

Recommendations: 0

s****[email protected]

Sam Haase

Regional Sales Manager - Southeast

Greater Atlanta Area

Regional Sales Manager - Southeast

Account Executive

Investment Advisor Representative

LDP Associate

Sales

University of Nebraska-Lincoln

Recommendations: 0

PowerPoint

Microsoft Office

Social Media

Social Networking

Customer Service

Marketing Communications

Adobe Creative Suite

InDesign

s*****@howardcm.com

s****[email protected]

Kenneth Baer, CFP®

Investment Advisor/Principal

Greater Atlanta Area

Investment Advisor/Principal

Investment Advisor

Elon University

The University of Georgia

Recommendations: 0

k*****@baerwealth.com

Tim Koenning

Investment Advisor Representative

Greater Atlanta Area

Investment Advisor Representative

Founder and President- Retirement Advisor

Managing Partner/ Financial Advisor

Independent Financial Advisor

Senior Vice President-Investments, Financial Advisor

Vice President- Investments, Financial Advisor

Stock Broker

Georgia State University - J. Mack Robinson College of Business

Emory University

Hialeah Miami Lakes Senior High

Recommendations: 0

Retirement Planning

Retirement

Fixed Annuities

Wealth Management

Investment Advisory

Investments

Financial Services

Mutual Funds

t*****@koenningonline.com

Curt Klein

Investment Advisor

Greater Atlanta Area

Investment Advisor

Kennesaw State University

Recommendations: 0

Investments

Retirement Planning

Portfolio Management

Strategic Financial Planning

Financial Analysis

Ethan Rosenberg

Finance Manager

Greater Atlanta Area

Finance Manager

Senior Financial Analyst, Merchandise Finance

MBA Candidate Class of 2014

Business Planning Intern

Analyst

Investment Advisor

Equities Trader

Goizueta Business School, Emory University

Tulane University

The Kinkaid School

Recommendations: 0

Portfolio Management

Investments

Bloomberg

Equities

Hedge Funds

Financial Analysis

Financial Modeling

Finance

Jonathan McGovern

Manager

Greater Atlanta Area

Manager

Editor In Chief

Real Estate Investment Advisor

Manager

Editor-In-Chief

Cerritos College

Cass Technical High School

Recommendations: 0

Property Management

Tax Return Preparation

Insurance Agent

Real Estate Investment

Investment Properties

Corporate Credit

Mortgage Lending

Private Pilot

j****[email protected]

Kenneth Rich, MBA

Business Consultant

Greater Atlanta Area

Business Consultant

Investment Advisor Trainee

Personal Care Representative II

Licensed Financial Specialist

Account Executive

Agent

Phoenix School of Law

Mercer University - Stetson School of Business and Economics

Mississippi Valley State University

Recommendations: 0

Sales

Management

Insurance

Start-ups

Finance

Analysis

Training

Leadership

Harley Evans

Manager, Derivatives

Greater Atlanta Area

Manager, Derivatives

Futures / Options Sales Trader

Business Development / Investment Advisor

North American Director Of Sales And Business Development

Equity Derivative Sales / Trader

Writer - Cake No Icing LLC

Founder / Curriculum Director

Equity Derivatives Trader/ Market Maker

Business Development and Sales Consultant

SVP / Exchange Traded Derivatives

The University of Chicago

University of Utah

Recommendations: 0

Options

Trading

Derivatives

FX Options

Trading Strategies

Commodity

Risk Management

Volatility

h****[email protected]

Richard Wells

Investment Advisor

Greater Atlanta Area

Investment Advisor

Vice President

Senior Vice President

Vice President

Samford University

Trinity (Chicago)

Recommendations: 0

Microsoft Word

Microsoft Office

Leadership

Management

Sales

Recruiting

Team Building

Time Management

Ryan Holzer

Sr. Vice President

Greater Atlanta Area

Sr. Vice President

Investment Advisor

The University of Georgia

Recommendations: 0

Buyer Representation

Real Estate

Dispositions

Site Selection

Real Estate Investment

Real Estate Negotiation

Retail Site Selection

Leasing

Charles B. Grosvenor, CFA, CTFA, CAIA

Frank Kelly

President

Greater Atlanta Area

President

Investment Advisor Representative

Vice President, Retirement Planning

Retirement Advisor

Senior Estate Planner

Senior Associate

Account Executive

Recommendations: 0

Retirement

Investments

Portfolio Management

Strategic Planning

Financial Analysis

Retirement Planning

Team Building

Leadership

f****[email protected]

Paul Bowers

Investment Industry Thought Leader / Wealth Strategist / Senior Investment Advisor

Greater Atlanta Area

Investment Industry Thought Leader / Wealth Strategist / Senior Investment Advisor

Texas Christian University - M.J. Neeley School of Business

University of Miami - School of Business

Recommendations: 0

Hedge Funds

Alternative Investments

Equities

Fixed Income

Capital Markets

Trading

Derivatives

Investment Banking

p****[email protected]

Jim McGeehan

Registered Investment Advisor

Greater Atlanta Area

Registered Investment Advisor

Co-Owner

Financial Advisor

CEO

BS Civil Engineering

Recommendations: 0

Start-ups

Business Development

Business Planning

Management

Leadership

Finance

New Business Development

Sales

j****[email protected]

J. Brian King

Wealth and Investment Advisor

Greater Atlanta Area

Wealth and Investment Advisor

Financial Consultant

Financial Planner

The University of Georgia

Liberty University

Recommendations: 0

Investments

Personal Financial Planning

Retirement Planning

Qualified Retirement Plans

Retirement Plan Consulting

401k Rollovers

401k

Wealth Management

j****[email protected]

Investment Strategist

Greater Atlanta Area

Investment Strategist

Senior Client Investment Advisor

President

Senior/Philanthropic Portfolio Manager and Market Investment Director

Wealth Manager

Portfolio Manager

Investment Counselor

Registered Representative

Boston College - Wallace E. Carroll Graduate School of Management

Wabash College

Recommendations: 0

Portfolio Management

Wealth Management Services

High Net Worth Individuals

Asset Management

Mutual Funds

Hedge Funds

Alternative Investments

Investments

Taeook Kwon

Investment Advisor Representative

Greater Atlanta Area

Investment Advisor Representative

CEO / President

Chief Financial Officer

Financial Auditor

University of Florida - Warrington College Of Business

Recommendations: 0

Certified Public Accountant

Finance

Investments

Tax

Accounting

Financial Advisory

Financial Services

Financial Planning

t****[email protected]

Chuck Foresyth

Regional Marketing Director

Greater Atlanta Area

Regional Marketing Director

Vice President Regional Marketing Director

Investment Advisor

Sergeant 519th Military Intelligence Battalion (Airborne)- A-Company

Recommendations: 0

Estate Planning

Negotiation

Interrogation

Online Poker

Investment Strategies

Mutual Funds

Variable Annuities

Stocks