Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
4 years
Location
Statesboro, GA 30458
Merrill
Institution
Brittany Gonzalez is a Financial Advisor with Merrill Lynch Wealth Management, serving clients in Southeast Georgia including Statesboro and Hinesville. She works with individuals, families, business owners, and military households to help them make confident financial decisions throughout various stages of life. Her approach involves listening carefully to understand what matters most to her clients and building personalized financial strategies tailored to their goals, values, and aspirations.
As a military spouse and active member of her community, Brittany brings a perspective that is sensitive to the unique financial challenges during significant life transitions. She holds the Chartered Retirement Planning Counselor (CRPC) designation and completed her high school education at Thomas Jefferson High School. She is fluent in both English and Spanish.
Beyond her professional role, Brittany is involved with several community organizations including the American Heart Association, CASA, Habitat for Humanity, Haven House, Humane Society, Ronald McDonald House, and Susan G Komen. Her personal interests include adventure sports, camping, dancing, gardening, golfing, hiking, painting, skydiving, spending time with family, and traveling.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Statesboro, GA Brampton Ave
100 Brampton Ave
Statesboro GA 30458
Advisors at this office
6
Georgia · North Carolina · Texas
4 years of industry experience
Bank of America, N.A.
2022 - Present • 4 years
Raleigh, NC
Merrill Lynch, Pierce, Fenner & Smith Inc
2022 - Present • 4 years
Raleigh, NC
Bank of America
2020 - 2022 • 2 years
Raleigh, NC
Bank Of America
2019 - 2020 • 1 year
Raleigh, NC
First Citizens Bank
2019 - 2019 • 1 year
Raleigh, NC
Regions Bank
2018 - 2019 • 1 year
Tampa, FL
Regions Bank
2017 - 2018 • 1 year
Tampa, FL
Angela Drywall
2015 - 2017 • 2 years
Tampa, FL
MKTG, Inc
2013 - 2019 • 6 years
Tampa, FL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
CFP®, Series 63, Series 65
Statesboro, GA
CFG Wealth Management, LLC
Travis Chance is a CFP® with 13 years of industry experience and leads CFG Wealth Management, LLC as its sole advisor. He has held roles at CFG Tax Planning, LLC, Farm Hub Partners, LLC, and Farm Core Advisors, and has served as a City Councilman in Statesboro, GA since 2008. Outside of financial advising, Chance is involved in socially conscious natural farming through Farm Hub Partners. CFG Wealth Management primarily serves high-net-worth individuals and retirement plan sponsors, providing fixed-fee and hourly financial planning along with limited-scope ERISA 3(21) plan advisory and education. The firm refers clients to third-party money managers for asset management and focuses on client discovery, tailored recommendations, and ongoing monitoring without discretionary trading authority.
CFP®
Statesboro, GA
Safe Harbor Financial Planning & Investment Advisory, LLC
James Kennedy is a CFP® professional with 16 years of industry experience. He is the principal advisor at Safe Harbor Financial Planning & Investment Advisory, LLC, where he has worked since 2009. Kennedy is also a partner and Certified Public Accountant (CPA) at Reddick, Riggs, Hunter & Kennedy, P.C., a role he has held since 1998. Safe Harbor Financial Planning & Investment Advisory provides personalized financial planning, portfolio management, and pension consulting services to individuals, employee benefit plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach combines fundamental analysis and modern portfolio theory, tailoring strategies to client objectives, risk tolerance, and liquidity needs.
Series 63, Series 65
Statesboro, GA
Christian Values Investing, Inc.
Stephen Hammond is a financial advisor at Christian Values Investing, Inc. in Statesboro, GA, holding Series 63 and Series 65 designations with 18 years of industry experience. He has been with Christian Values Investing since 1993. Christian Values Investing, Inc. manages approximately $48.8 million for individuals, trusts, estates, and charitable organizations, providing biblically-based financial planning and portfolio management. The firm applies Biblically Responsible Investing screens to exclude companies conflicting with biblical values and combines fundamental stock analysis with mutual funds, ETFs, and fixed income in portfolio construction.
Series 65
Statesboro, GA
Christian Values Investing, Inc.
David Hammond is a financial advisor at Christian Values Investing, Inc. He holds a Series 65 credential and has one year of industry experience. His prior background includes his time as a college and high school student. Christian Values Investing, Inc. is a small advisory firm serving individuals, trusts, estates, and charitable organizations with biblically-based financial planning and portfolio management. The firm applies biblically responsible investment screens and combines fundamental stock analysis with mutual funds, ETFs, and fixed income to guide portfolio construction.
Series 65
Statesboro, GA
Christian Values Investing, Inc.
Grayson Shaw is a Series 65-licensed financial advisor with Christian Values Investing, Inc., where he has worked since 2022. He has three years of industry experience, including prior roles at OPS Tech Alliance and Pizza Inn. Christian Values Investing, Inc. is a small advisory firm serving individuals, trusts, estates, and charitable organizations with biblically-based financial planning and portfolio management. The firm applies biblically responsible investing screens and combines fundamental analysis with mutual funds, ETFs, and fixed income, also frequently acting as a sub-advisor to other advisers.
Series 66
Statesboro, GA
Sound View Wealth Advisors Group, LLC
Molly Lanier is a financial advisor at Sound View Wealth Advisors Group, LLC with 22 years of industry experience. She holds a Series 66 designation and previously worked at Synovus Securities and Synovus Trust Co. Lanier serves on the boards of the Statesboro Regional Sexual Assault Center and Skidaway Health & Living Services, Inc. Sound View Wealth Advisors Group provides holistic financial planning and portfolio management to individuals, families, trusts, and institutions. The firm employs a long-term investment approach based on detailed client discovery and fundamental analysis, utilizing model portfolios and external managers as appropriate.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)