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Lois B

Series 63, Series 65

Marietta, GA

Anovest Investment Advisors

Lois Bafas is a financial advisor with Anovest Investment Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Anovest Financial Services and Anovest Investment Advisors since 2004. Outside of her advisory role, she is also licensed as a health and life insurance agent. Anovest serves individual households, including high-net-worth clients, by providing discretionary portfolio management, financial planning, and custom portfolio reporting. The firm employs a bottom-up, total-return investment approach with diversified portfolios tailored to clients’ risk tolerances and time horizons.

Options & derivatives strategies Annuities Tax-loss harvesting
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John D

Series 63, Series 65

Marietta, GA

Anovest Investment Advisors

John Diczok is a financial advisor at Anovest Investment Advisors with 29 years of industry experience. He has been with Anovest Investment Advisors since 2007 and with the affiliated firm Anovest Financial Services since 2005. Outside of his advisory role, he volunteers with a nonprofit children’s website and prepares income taxes during the tax season. Anovest serves individual households, including high-net-worth clients, providing discretionary portfolio management, financial planning, and custom portfolio reporting. The firm uses a bottom-up, total-return investment approach with diversified strategies across multiple asset classes and offers personalized portfolio options tailored to clients’ time horizons and risk tolerances.

Options & derivatives strategies Annuities Tax-loss harvesting
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Athanasios B

Series 63, Series 65

Marietta, GA

Anovest Investment Advisors

Athanasios Bafas is a financial advisor at Anovest Investment Advisors with 38 years of industry experience. He has held roles at Anovest Financial Services, Inc. and Anovest Investment Advisors, Inc. since 2004 and has been affiliated with ANOVEST since 1986. In addition to his advisory work, he is also licensed as a real estate agent in Georgia and Colorado and serves as a trustee of the Jean V Grahek Trust. Anovest Investment Advisors serves individual households, including high-net-worth clients, offering discretionary portfolio management, financial planning, and custom portfolios. The firm employs a bottom-up, total-return investment approach emphasizing diversification and equity selection, with strategies implemented primarily on a discretionary basis.

Options & derivatives strategies Annuities Tax-loss harvesting
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