Top Wealth Managers in Greater Atlanta Area
Larry Martin CFP ® ChFC ®
Vice President - Investments
Greater Atlanta Area
Vice President - Investments
Financial Consultant
Financial Planner / Financial Advisor / Wealth Manager
VP Senior Account Executive
Cash Management Analyst
Brokerage Operations Manager
Brokerage Services Representative
The American College
Florida State University
Plymouth State University
Recommendations: 3
Financial Planning
Retirement
Asset Allocation
Series 7
Mutual Funds
Investments
Series 63
Retirement Planning
l****[email protected]
Dennis Covington
Principal, Wealth Manager
Greater Atlanta Area
Principal, Wealth Manager
Sr. Institutional Consultant
Senior Accountant
Appalachian State University
Recommendations: 0
Wealth Management
Strategic Financial Planning
Retirement Planning
Investment Advisory
Investment Strategies
d****[email protected]
Josh Scandlen, CFP, MS
Wealth Manager
Greater Atlanta Area
Wealth Manager
Financial Advisor
Infantryman
College for Financial Planning
George Mason University
Recommendations: 0
j****[email protected]
David Clarken CFA, CFP®
Co Founder
Greater Atlanta Area
Co Founder
Wealth Manager
Wealth Manager
Vice President, Portfolio Manager
Director of Investments
Investment Specialist
Florida Institute of Technology
State University of New York College at Fredonia
Recommendations: 0
Wealth Management
Alternative Investments
Retirement Planning
Public Speaking
Modern Portfolio Theory
Behavioral Finance
Financial Accounting
d****[email protected]
Rob AIF
Wealth Manager
Greater Atlanta Area
Wealth Manager
Wealth Portfolio Manager, Vice President
Portfolio Manager, Assistant Vice President
Penn State University
West Virginia University
Recommendations: 0
Wealth Management
Financial Advisory
Investment Strategies
Portfolio Management
Estate Planning
Retirement Plan...
Pensions
Financial Services
r****[email protected]
Jordan Arave, CFP®
Wealth Manager
Greater Atlanta Area
Wealth Manager
Regional Private Banker
Personal Banker/Brokerage Associate
Registered Representative
Loader/Unloader
The University of Georgia
University of Utah - David Eccles School of Business
Recommendations: 0
u****[email protected]
Jon Bristow, CFA
Sr. Wealth Manager
Greater Atlanta Area
Sr. Wealth Manager
Portfolio Manager
Vice President | Manager-Private Client Services | Wealth Management Research Associate
Senior Private Client Associate
Client Financial Analyst
Florida Atlantic University
Wingate University
Recommendations: 0
j****[email protected]
Kory David Lee
Wealth Manager
Greater Atlanta Area
Wealth Manager
Financial Advisor
Financial Advisor
Associate Vice President, Operations Manager
Officer, Branch Administration Manager
Assistant Operations Manager
Portfolio Management Associate
Registered Operations Associate
University of Georgia - Terry College of Business
Westminster College (MO)
Recommendations: 0
k****[email protected]
Brian Huey, CFP®
Wealth Manager
Greater Atlanta Area
Wealth Manager
Naval Flight Officer - Commander
Director, Telecommunications Expense Management
Procurement Manager
Senior Business Analyst
Georgia State University - J. Mack Robinson College of Business
Old Dominion University
United States Naval Academy
Gainesville High School
Recommendations: 0
Retirement Planning
Asset Allocation
Strategic Financial Planning
Investment Advisory
Wealth Management
Estate Planning
Investment Management
Investment Strategies
b*****@redwoodwm.com
b****[email protected]
Mark Willoughby
Principal, Chief Operating Officer and Wealth Manager
Greater Atlanta Area
Principal, Chief Operating Officer and Wealth Manager
University College Dublin
National University of Ireland, Galway
Lismore CBS
Recommendations: 0
Private Wealth Management
Alternative Investments
Wealth Management
Asset Allocation
Investment Strategies
Asset Managment
Estate Planning
Strategic Financial Planning
m*****@feeonlywealthmanagement.com
Don Crider
Family Wealth Counsel, Partner
Greater Atlanta Area
Family Wealth Counsel, Partner
Board Member
Board President
Family Wealth Counsel
Family Wealth Manager
Finance Director
The University of Georgia
citizens government academy
Recommendations: 0
Fundraising
Retirement
Retirement Planning
Investment Advisory
Asset Managment
Asset Management
d****[email protected]
Chris Hardy, CFP®, EA, ChFC®, CLU®, NTPIFellow
Managing Director
Greater Atlanta Area
Managing Director
Founder/ Wealth Manager
Lee University
Recommendations: 0
Financial Planning
Cash Flow Management
Tax Strategies
Investment Advisory
Asset Management
Tax
Retirement Planning
Estate Planning
c*****@paramountia.com
Antan R. Wilson
Financial Consultant
Greater Atlanta Area
Financial Consultant
Wealth Management Advisor
Wealth Manager
Director of Corporate Events
Project Manager
Air Traffic Controller
Recommendations: 0
a****[email protected]
Larren Odom
Wealth Manager
Greater Atlanta Area
Wealth Manager
Director of Communications
Claims Examiner
Georgia State University
Georgia State University - J. Mack Robinson College of Business
University of Florida
Recommendations: 0
Wealth Management
Retirement Planning
Asset Allocation
Investments
Strategic Financial Planning
Financial Analysis
Estate Planning
Portfolio Management
l****[email protected]
Andrew McClain, CFP®, ChFC®, CLU®, CWS®
Wealth Manager
Greater Atlanta Area
Wealth Manager
Financial Advisor
Financial Advisor
Financial Advisor
Customer Relationship Manager
Client Conversion Analyst
College for Financial Planning
Haverford College
The London School of Economics and Political Science (LSE)
Recommendations: 0
a****[email protected]
Al Searcy, MBA, MS, CFP®
Principal, Wealth Manager
Greater Atlanta Area
Principal, Wealth Manager
College for Financial Planning
Kennesaw State University - Michael J. Coles College of Business
University of Florida
Recommendations: 0
Retirement Planning
Estate Planning
Strategic Financial...
Wealth Distribution
Financial Advisor
Wealth Management
Retirement
Investment Strategies
a****[email protected]
a*****@planforretirement.com
Jim Harris RFC
Wealth Management President & Georgia Regional Director
Greater Atlanta Area
Wealth Management President & Georgia Regional Director
Financial Planner & Wealth Manager
Florida Southern College
Gallia Academy High School
Recommendations: 0
Superior Client Service
Financial Educator
Market Scholar
Strategic Financial Planning
Wealth Management
Custom Asset Allocation
Portfolio Management
Investment Selection
j****[email protected]
j****[email protected]
Charles B. Grosvenor, CFA, CTFA, CAIA
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
c****[email protected]
Brian McGill II, CFP®
Wealth Manager
Greater Atlanta Area
Wealth Manager
Account Executive
Investment Representative
The University of Georgia- Terry College of Business
West Virginia University
Recommendations: 0
b****[email protected]
Bruce Sanders
Financial Advisor
Greater Atlanta Area
Financial Advisor
Senior VP Wealth Manager
Sr. VP Alternative Investments
Financial Consultant
California State University-Fresno
California State University, Fresno
Recommendations: 0
b****[email protected]
