Top Wealth Advisors in Greater Atlanta Area
Derek Page
Senior Vice President & Wealth Advisor
Greater Atlanta Area
Senior Vice President & Wealth Advisor
Senior Vice President & Private Client Advisor at US Trust
Campbell University
Campbell University, Lundy Fetterman School of Business
Campbell University, Norman Adrian Wiggins School of Law
Christiansburg High School
Recommendations: 19
Wealth Management
Investments
Estate Planning
Wealth Transfer
Trust Services
Financial Planning
Private Banking
High Net Worth Individuals
d****[email protected]
Glenn Zweig
Private Wealth Advisor
Greater Atlanta Area
Private Wealth Advisor
Managing Partner
Vice President, Development
Director, Business Development
Business Development Director
Managing Director
CEO
Director, Customer Acquisition Marketing & Business Development
Ecommerce Manager
Strategic Planning and Financial Analyst
Harvard Business School
Duke University
Northside
Recommendations: 3
Start-ups
Strategy
Business Development
Management
Strategic Planning
Entrepreneurship
Investments
Finance
g****[email protected]
Carl Peoples
Vice President, Private Wealth Advisor
Greater Atlanta Area
Vice President, Private Wealth Advisor
Vice President
University of Virginia Darden School of Business
William & Mary
Recommendations: 0
Private Equity
Financial Analysis
Investment Banking
Alternative Investments
Series 7
Banking
Recapitalizations
Risk Management
c****[email protected]
Larry Waddington
Senior Vice President - Wealth Advisor
Greater Atlanta Area
Senior Vice President - Wealth Advisor
Recommendations: 0
l****[email protected]
Michael King
Wealth Advisor and Senior Vice President
Greater Atlanta Area
Wealth Advisor and Senior Vice President
Director, Wealth Strategist
Vice President, Senior Wealth Strategist
Director, Wealth Strategist
Family Wealth Advisor
Senior Wealth Strategist and Senior Vice President
Attorney
University of Georgia School of Law
Wake Forest University
Recommendations: 0
Financial Planning
Investments
Succession Planning
Asset Protection
Estate Tax Planning
Alternative Investments
Private Equity
Wealth Management
m****[email protected]
Kushal Choksi
Director, International Business
Greater Atlanta Area
Director, International Business
Wealth Advisor
Officer
S.P.Jain Center of Management
Dharmsinh Desai Institute of Technology
St Xaviers loyola Hall
Recommendations: 0
Market Research
New Business Development
Business Development
Business Strategy
Business Planning
Business Analysis
Investments
Team Management
k****[email protected]
k****[email protected]
Josh Schlieman
Partner and Wealth Advisor
Greater Atlanta Area
Partner and Wealth Advisor
Assistant Vice President
Financial Advisor
The University of Georgia
Oglethorpe University
Recommendations: 0
Asset Protection
Financial Management
Portfolio Analysis
Performance Assessment
Revenue Generation
Entrepreneurial Spirit and Drive
High Integrity and Ethical
Series 7
j****[email protected]
Ray Padron, CPA, CFP®, CIMA®
Managing Partner, Wealth Advisor, Partner
Greater Atlanta Area
Managing Partner, Wealth Advisor, Partner
Chairman, CEO Inflection Point Program
V.P of Practice Areas and CFO, Wealth Advisor
Founder
Senior Vice President of Finance
University of Maryland College Park
Recommendations: 0
r****[email protected]
Tracy ChFC
Private Wealth Advisor at Ameriprise Financial Services, Inc.
Greater Atlanta Area
Private Wealth Advisor at Ameriprise Financial Services, Inc.
Private Wealth Advisor
Syracuse University
Recommendations: 0
t****[email protected]
Perry Chesney
Senior Partner
Greater Atlanta Area
Senior Partner
Senior Managing Director - Global Client Group
Senior Vice President - Central Division Manager
Private Wealth Advisor
LSU Graduate School of Economics
Millsaps College
Recommendations: 0
Investment Advisory
Wealth Management
Retirement Planning
Retirement
Securities
Strategic Financial...
Sales Management
Management Consulting
p****[email protected]
Nick Bhandari
Executive Vice-President, Senior Wealth Advisor
Greater Atlanta Area
Executive Vice-President, Senior Wealth Advisor
Senior Marketing Representative
Senior Financial Advisor
Corporate Retirement Director/First Vice President/Financial Advisor
Marketing Representative/Underwriter
Suffolk University
Georgia Institute of Technology
Recommendations: 0
Retirement Planning
Wealth Management
Financial Planning
Investment Advisory
Insurance
Estate Planning
n****[email protected]
Susan Riley-Hayes CRPC
Private Wealth Advisor
Greater Atlanta Area
Private Wealth Advisor
Louisiana State University
Recommendations: 0
s****[email protected]
Marcia Mayoue, CPA, CFA, CFP(R)
Personal Wealth Advisor
Greater Atlanta Area
Personal Wealth Advisor
Investment Committee
Investment Committee
Board Member
Board member
Owner
Instructor
Director
Senior Vice President
Chapter Officer
Investment Banking Officer
University of Michigan - Stephen M. Ross School of Business
Miami University
Recommendations: 0
Strategic Financial Planning
Investment Management
Private Equity
m****[email protected]
Saxon. Dasher
Sr. Private Wealth Advisor
Greater Atlanta Area
Sr. Private Wealth Advisor
Georgia State University
Recommendations: 0
s****[email protected]
Ian Weinstein
Private Wealth Advisor
Greater Atlanta Area
Private Wealth Advisor
The University of Georgia
University of Georgia - Terry College of Business
Recommendations: 0
i****[email protected]
Sam PFS/CPA
Wealth Advisor
Greater Atlanta Area
Wealth Advisor
Principal
Wealth Advisor
Owner
University of Georgia - Terry College of Business
Recommendations: 0
Accounting
Strategic Financial...
Small Business
Retirement Planning
Wealth Management
Estate Planning
Investments
Financial Planners
s*****@novawealth.net
Arthur Farr
Owner Operator
Greater Atlanta Area
Owner Operator
President, Senior Wealth Advisor
Director & Division Manager
President
President
Elder & Vice Chairman
OSJ
Vice President
Cannon Financial Institute
UCLA Anderson School of Management
Rutgers University-New Brunswick
Georgia Institute of Technology
Recommendations: 0
Alternative Investments
Wealth Management
Retirement
Financial Advisory
Insurance
Investments
Risk Management
Strategic Planning
a****[email protected]
a****[email protected]
Kim Churchill
Vice President, Wealth Advisor
Greater Atlanta Area
Vice President, Wealth Advisor
Director of Operations
Vice President & Relationship Manager, Wealth Management
Vice President – Financial Service Manager
Vice President – Banking Center Manager
Vice President – Branch Manager
Vice President
Management Associate
University of Miami
Recommendations: 0
Wealth Management
Portfolio Management
Financial Analysis
Banking
Investments
Credit
Loans
Risk Management
k****[email protected]
Forrest Robertson, CFP®
Personal Wealth Advisor
Greater Atlanta Area
Personal Wealth Advisor
Financial Consultant
Financial Consultant
University of North Carolina at Chapel Hill
Recommendations: 0
Strategic Financial...
Wealth Management
Investments
Retirement Planning
Estate Planning
f****[email protected]
Ed Kerns
President
Greater Atlanta Area
President
Wealth Advisor
Wealth Advisor
Director of Financial Professionals Network
Risk Management/Sales/Marketing/Underwriting
Virginia Military Institute
University of Georgia - Terry College of Business
Central Michigan University
Recommendations: 0
Retirement Planning
Estate Planning
Retirement
Strategy
Series 7
Financial Advisory
Securities
Wealth
e****[email protected]
Thad Gilliam, CFA, CFP®
Partner, Financial Planner
Greater Atlanta Area
Partner, Financial Planner
Associate Wealth Advisor
Georgia State University - J. Mack Robinson College of Business
The University of Georgia
Augusta State University
Parkview High School
Recommendations: 0
Financial Planning
Asset Management
Portfolio Management
Investments
Retirement Planning
Asset Managment
Strategic Financial Planning
Investment Management
t****[email protected]
