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William E
CFP®, PFS™
Augusta, GA
Asset Advisors
William Evans is a CFP® and PFS™ with four years of industry experience. He currently serves as a financial advisor at Asset Advisors, where he has worked since 2023. Prior to that, he held roles at Calvary Wealth, LLC and Serotta Maddocks Evans & Co. Asset Advisors provides discretionary wealth management and financial planning to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. The firm manages approximately $1.4 billion in discretionary assets, focusing on personalized, committee-driven investment strategies with a long-term orientation.
Robert R
CFP®
Augusta, GA
Asset Advisors
Robert Rice is a CFP® professional with 18 years of experience in financial advising. He has worked at Asset Advisors since 2001, including both Asset Advisors Corporation and Asset Advisors Investment Management, LLC. The firm provides personalized wealth management, discretionary investment management, and financial planning to high-net-worth individuals, charitable organizations, pension plans, and corporations. Asset Advisors focuses on portfolios constructed from ETFs, individual equities, bonds, and certificates of deposit, employing a multiyear holding strategy guided by an internal investment committee.
James M
Series 65, Series 66
Augusta, GA
Asset Advisors
James Manning IV is a financial advisor at Asset Advisors in Augusta, GA, with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Merrill, Hull Property Group, and Asset Advisors since 2019. Asset Advisors manages discretionary wealth and provides financial planning services for high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. The firm uses a personalized, committee-driven investment approach focused on long-term strategies involving ETFs, equities, bonds, and alternative investments.
Benjamin B
Series 65
Augusta, GA
Asset Advisors
Benjamin Braxton is a financial advisor at Asset Advisors with a Series 65 designation and one year of industry experience. He has been with Asset Advisors Investment Management, LLC since 2020 and previously worked at Serotta Maddocks Evans & Co., CPA's from 2013 to 2019. Asset Advisors provides personalized wealth management, discretionary investment management, and financial planning primarily for high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. The firm emphasizes multiyear holding periods using fundamental and technical analysis and offers clients access to a range of affiliated and third-party investment solutions.
Rusty W
CFA®
Augusta, GA
Asset Advisors
Rusty Woodward is a CFA® charterholder with two years of experience in the financial industry. He is currently with Asset Advisors Investment Management LLC, where he has worked since 2023. Prior to this, he held roles at Sterling Capital and BB&T. Asset Advisors provides personalized wealth management, discretionary investment management, and financial planning to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. The firm emphasizes multiyear holding periods and uses a combination of fundamental and technical analysis to construct portfolios primarily from ETFs, individual equities, bonds, and certificates of deposit.
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