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Harry Vann

Advisor at &PARTNERS

Updated today

Location

Thomasville, GA 31792

Credentials

Series 63

Industry experience

28 years

About

Harry Vann is a financial advisor with AMB Wealth, LLC, holding a Series 63 designation and 28 years of industry experience. He has worked at Allen, Mooney & Barnes Investment Advisors and Brokerage Services since 2017 and previously held roles at SunTrust Advisory Services and Suntrust Investment Services from 2006 to 2017. Vann is also a licensed insurance agent for non-variable insurance sales. AMB Wealth, LLC provides discretionary portfolio management, financial planning, and consulting to individual and institutional clients, managing approximately $1.07 billion in assets. The firm employs a combination of global macro, sector allocation, quantitative screening, and qualitative analysis to manage individualized investment portfolios on a discretionary basis.

Client services

Based on &PARTNERS

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction

Expertise

Based on &PARTNERS

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments

Occupation focus

Based on &PARTNERS

Founder/Business Owner Retired Executive

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Fee options

Fixed

Financial Planning Fee, Estate/Trust/Family Office Administration Consulting Fee, Consulting Fee - negotiated fixed fees as agreed with client

Commissions

Brokerage commissions on certain transactions; commissions received from mutual funds and insurance products

Project-based

Hourly Consulting Fee as agreed with client, invoiced monthly

Subscriptions

Research Report Services fee of $500/month

Other

Minimum fee: $40 annual fee if account is below Envestnet recommended minimum for Tax Overlay Services Fee-only: Financial Planning Fee, Estate/Trust/Family Office Consulting Fee, Hourly Consulting Fee, Consulting Fee - all negotiated fixed or hourly fees as agreed with client

Location

502 S Broad St.

Thomasville, GA 31792

Most active in

Georgia

Work history

&PARTNERS

2026 - Present (1 year)

Allen, Mooney & Barnes Investment Advisors

2017 - 2026 (9 years)

Allen,, Mooney & Barnes Brokerage Services

2017 - 2026 (9 years)

SunTrust Advisory Services

2016 - 2017 (1 year)

SUNTRUST INVESTMENT SERVICES, iNC.

2006 - 2017 (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Fred J

Series 66

Thomasville, GA

Wiregrass Asset Management

Fred Jones is a financial advisor with Wiregrass Asset Management in Thomasville, GA, holding a Series 66 designation and 25 years of industry experience. He has worked with Wiregrass Investment Management LLC since 2016 and has been affiliated with LPL Financial since 2015. Outside of his advisory work, he is associated with a family farm business for tax and investment purposes. Wiregrass Asset Management provides wealth management, discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, charitable organizations, and corporations. The firm employs a fundamental, value-oriented investment approach through proprietary model portfolios and manages both discretionary and non-discretionary accounts.

Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

John P

Series 65

Thomasville, GA

MMHP Investment Advisors

John Parker is a Series 65-licensed financial advisor with 21 years of industry experience. He has been with Murphy Middleton Hinkle & Parker, Inc. since 2008 and is also associated with Parkway Wealth Management, LLC. MMHP Investment Advisors provides discretionary portfolio management, portfolio monitoring using selected third-party managers, and financial planning primarily for individual and high-net-worth clients. The firm manages approximately $404 million across about 360 client accounts, focusing on customized asset allocation and a combination of fundamental and technical analysis.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

David M

Series 63, Series 65

Thomasville, GA

MMHP Investment Advisors

David Middleton is a financial advisor at MMHP Investment Advisors in Thomasville, GA, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Murphy Investment Management Company since 1995. MMHP Investment Advisors provides discretionary portfolio management, portfolio monitoring using selected third-party managers, and financial planning primarily for individual and high-net-worth clients. The firm manages approximately $404 million across about 360 accounts with a two-advisor platform, focusing on customized asset allocation and both fundamental and technical analysis.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Kathy B

Series 63, Series 65, Series 66

Thomasville, GA

AMB Wealth, LLC

Kathy Bartlett is a financial advisor at AMB Wealth, LLC with 23 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining AMB Wealth, she worked at SunTrust Advisory Services and SunTrust Bank from 2009 to 2021. Bartlett is also a licensed real estate sales associate in Florida and serves as Vice-President and Treasurer of Bartlett Real Estate LLC. AMB Wealth, LLC provides discretionary portfolio management, financial planning, and consulting services to individual, high-net-worth, and institutional clients. The firm employs a mix of global macro, sector allocation, quantitative screening, and qualitative analysis in managing its portfolios.

Private / alternative investments Real estate investing
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Miron A

Series 63, Series 65

Thomasville, GA

AMB Wealth, LLC

Miron Allen Jr. is a financial advisor with AMB Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been associated with Allen, Mooney and Barnes Investment Advisors since 2004 and with Allen, Mooney and Barnes Brokerage Services since 2006. Outside of advising, he serves as co-trustee of the Parker Poe Charitable Trust and holds board and leadership roles in hospitality-related investments. AMB Wealth, LLC provides discretionary portfolio management, financial planning, and consulting services to individual, high-net-worth, and institutional clients. The firm employs a portfolio management committee that integrates global macro, sector allocation, quantitative screening, and qualitative analysis across equity and fixed income investments.

Private / alternative investments Real estate investing
user avatar

Vann P

CFP®, Series 63, Series 65

Thomasville, GA

AMB Wealth, LLC

Vann Pitts is a CFP® with seven years of industry experience, currently serving at AMB Wealth, LLC. He has worked at Allen, Mooney and Barnes Investment Advisors and Brokerage Services since 2018 and previously held roles at Ag Pro and Valdosta State University. Outside of his advisory work, Pitts directs travel baseball tournaments and hosts a podcast. AMB Wealth, LLC provides discretionary portfolio management, financial planning, and consulting to individuals, high-net-worth clients, and institutional accounts. The firm employs a mix of global macro, sector allocation, quantitative, and qualitative analysis in managing portfolios, serving a diverse client base including pension plans, foundations, municipalities, and insurance companies.

Private / alternative investments Real estate investing
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